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Investment Management

OnBoard

Digital Onboarding for Modern Investment Management.

"OnBoard streamlines the client onboarding process for investment management firms. It provides a secure, digital platform for collecting client data, automating workflows, and ensuring compliance. RIAs use OnBoard to improve efficiency, reduce errors, and enhance the client experience during initial account setup."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #62 in Investment Management
Validated Adoption
279 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Automated client data collection
Secure document management
Customizable workflows
Compliance tracking
Client communication tools

Primary Use Cases

New client onboarding
Account opening
Compliance documentation

Agentic Intelligence Briefing

"OnBoard automates and digitizes the client onboarding process for RIAs, improving efficiency and client experience."

Real-time Forensic Synthesis

Competitive Strengths

Streamlines client onboarding process
Improves client experience with digital workflows
Reduces paperwork and manual data entry

Adoption Hazards

Pricing can be a barrier for smaller firms
Integration with existing systems may require custom development

Stack Compatibility Profile

How OnBoard integrates into institutional RIA stacks.

279 Firms Analyzed
Riskalyze Online
99%
Stack Correlation
Nitrogen Wealth
95%
Stack Correlation
Elements Financial Planning
79%
Stack Correlation
Morningstar Office
71%
Stack Correlation
Advisor Websites (Responsive)
67%
Stack Correlation
Bloomberg Tax (BNA)
62%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs and wealth management firms
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Wealthbox
2Redtail CRM

Value Proposition

"Transform your client onboarding into a seamless digital experience, boosting client satisfaction and operational efficiency."

Audit Your RIA Stack

See how OnBoard fits into your overall tech efficiency score.

Alternative Peer Landscapes

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Amplify

Amplify: Powering Portfolio Management for RIAs.

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Andes

Andes: Aligning investments with client risk profiles.

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Apex

Apex: Streamlining Custodial Solutions for Investment Management.

Deeper Intel

Aroa

Investment data and analytics for smarter portfolio decisions.

Deeper Intel

AssetMark

AssetMark: Integrated platform for RIA growth and client success.

Deeper Intel
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