#client onboarding

client onboarding Articles

3 articles tagged with "client onboarding"

Technology

Financial Advisor Workflow Automation: How to Create Compliant Proposals in Under 10 Minutes (Not Weeks)

Industry standard for client onboarding is 1-6 weeks. Top advisors now complete the entire workflow—from statement scanning to compliant proposal delivery—in under 10 minutes. Here's the complete breakdown of how workflow automation is transforming financial advisory.

Cameron Howe • Nov 20, 2025 • 25 min read

Onboarding

4 Steps to Automate Your Client Onboarding Workflow and Win More Clients

If you're an independent advisor or run a wealth management firm, you know the two biggest bottlenecks in client acquisition are onboarding paperwork and portfolio construction.

Cameron Howe • Jun 27, 2025

Portfolio Management

How to Aggregate Held-Away Assets for Complete Portfolio Visibility

Held-Away Assets: How to Aggregate & Monitor Client Accounts Outside Your Custody

Held-away assets are client investments held outside your advisory relationship—401(k)s, HSAs, old brokerage accounts. Learn how to aggregate and monitor them for complete portfolio visibility.

Cameron Howe • Jun 27, 2025

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