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

Sandro Giorgadze

Pablo Marconi

Pablo Gonzalez

Gonzalo Hardy

Giorgi Jangirashvili

Elle Kitsmarishvili

Dima Kevanishvili

Chris Morgan

Daiana Pedrozo

John Kelly

Jenny Hoang

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

Technical Operations

Leadership Team

About

Team members

Other teams at Digital Clipboard

Technical Operations