Onboarding Agents
11 agents to automate onboarding workflows for your RIA.
ACAT Transfer Initiator
Coming SoonClient Service › Onboarding
Initiates ACAT transfer requests
Account Application Preparer
Coming SoonClient Service › Onboarding
Prepares custodian account applications
Beneficiary Collector
Coming SoonClient Service › Onboarding
Collects beneficiary designations
CRM Record Creator
Coming SoonClient Service › Onboarding
Creates client record in CRM
DocuSign Coordinator
Coming SoonClient Service › Onboarding
Coordinates e-signature workflows
IPS Generator
Coming SoonClient Service › Onboarding
Generates Investment Policy Statement
KYC Document Gatherer
Coming SoonClient Service › Onboarding
Gathers KYC documents from clients
Prospect Data Collector
Coming SoonClient Service › Onboarding
Collects prospect data from intake forms
Risk Profile Scorer
Coming SoonClient Service › Onboarding
Scores client risk tolerance
Transfer Status Tracker
Coming SoonClient Service › Onboarding
Tracks ACAT transfer status
Welcome Sequence Sender
Coming SoonClient Service › Onboarding
Sends new client welcome sequence