Client onboarding, powered by AI
Faster setup, less manual work, and AI-driven transfers, for a more confident start.
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No more paperwork
Digital client onboarding is fast and helps you prevent dreaded NIGOs. Your firm’s agreements are packaged as part of the process.
Seamless money movement
Whether you use ACH, ACATs, direct rollover, or wire transfers, funding client accounts is a cinch. Digitally connect bank accounts for ACH, or let our AI-powered document reader handle ACATs.
Fast account opening
Set up client households and open as many different accounts as you need. Clients will sign off on all new accounts and transfers in one step.
Ready for a conversation?