Founded by an RIA in Harleysville, PA we know the time, energy and hassle it takes to onboard a new client. OnBord solves for exactly that. It is a simple and seamless process, allowing you to focus on what really matters, servicing your clients and driving revenue.

OnBord uses a process that allows you to input simple information about the client, the type of account you are opening and send them a direct text message. The client clicks a simple link and in a matter of minutes all of their information is imported into your CRM. Importantly, the client's privacy is never compromised as the information flows directly from the CRM to the client and back. Additionally, this process eliminates the constant issues advisors face with NIGO's. Finally, this information is processed by DocuSign and creates a draft of documents, ready for the client's signing ceremony, making the signature process quick and seamless.

We know the importance of compliance and have put that at the forefront of our process. Each advisor that uses OnBord will have their ADVs and Form CRS automatically sent to the client and recoreded in the CRM.  

We all know the struggle the traditional paperwork process causes from multiple angles and we are here to help make your team's life easier. Schedule a demo today and we can show you how to move away from the antiquated paper process and make OnBord a part of your service plan. https://www.onbord.io/get-started/schedule-demo

Information Technology

OnBord

OnBord's headquarters in Harleysville, PA, United States

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People (2)

Nick Bernardo, CFP®

Jake Mingione

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