Digital Client Onboarding for Professional Advisors. Fact Finding, Goal Planning and Compliance – all through one platform that automates manual admin tasks.

Information Technology

Digital Clipboard

Brian James

John Kelly

Otar Vacheishvili

David James

The Leadership Team at Digital Clipboard drives the strategic vision and operational excellence of the company. Comprising the CEO & Founder, COO, and CTO, this team focuses on innovating the client onboarding process for professional advisors, enhancing platform capabilities, and ensuring compliance while optimizing efficiency to streamline manual administrative tasks.

Leadership Team

The Technical Operations team at Digital Clipboard is responsible for ensuring the seamless functionality and optimization of the onboarding platform. This team, led by the CTO, focuses on maintaining cloud infrastructure, integrating new technologies, and implementing operational efficiencies that enhance user experience while meeting compliance standards. They play a critical role in automating manual administrative tasks to support professional advisors in their client onboarding processes.

Technical Operations

This department focuses on managing relationships with customers and driving sales initiatives.

Digital Clipboard

Org chart

Teams

Leadership Team

Technical Operations

Customer Engagement

Offices

Digital Clipboard

Org chart

Teams

Leadership Team

Technical Operations

Customer Engagement

Offices

Related companies