Process Automation for RIA Client Onboarding
True process automation isn't about more software, it's about less manual work. Stop chasing client documents and start with Automated Document Collection to streamline your entire onboarding workflow.
Request a Demo →Why Leading RIAs Use Automated Document Collection
Our platform is purpose-built to solve the unique document collection challenges in RIA client onboarding, ensuring compliance and a superior end-client experience.
AI-Powered Document Validation
Automatically analyze client documents for authenticity, completeness, and expiration against your specific requirements. Reduce manual review time and ensure compliance from the very first step.
Automated Client Follow-Up
Eliminate the manual back-and-forth. Our system automatically sends reminders to your end-clients via email and WhatsApp for any outstanding or invalid documents, accelerating the entire process.
Real-Time Status Tracking
Gain complete visibility into every end-client's onboarding journey. Instantly see which documents are approved, pending, or invalid—and why—all from a single, centralized dashboard.