Designed for Modern Financial Advisers
OnBoardNow helps financial advisers collect everything needed before advice is given.
Financial Advisers
Collect everything required to onboard a new client —
including verified identity, KYC information, risk profiling data and source of funds evidence — before advice is given.
- Client Care Letter
- Client Identity Verification, AML & KYC
- Proof of Address
- Risk Profile Questionnaire
- Source of Funds / Wealth
- Financial Objectives
- Supporting Documents
- Client Declarations
- Electronic Signatures
Every Flow
What every onboarding flow includes
Guided, structured and connected journeys to help you, help your clients.
Guided Step-by-Step Journey
Clients are taken through a clear, structured process — answering questions, uploading documents and completing checks in the right order, with nothing missed.
Identity Verification via App
Where required, clients verify their identity securely using the OnBoardNow mobile app — integrated directly into the flow, not a separate process.
Structured Data Returns
All information, documents and check results are organised and returned in a clear, usable format — ready to use immediately or delivered into your case management system.
Pre-built or Bespoke workflows
Choose from pre-built flows or work with us to build a flow tailored to your specific process and requirements.
Why Financial Advisers Choose OnBoardNow
Financial advisers need to understand their clients before they can provide suitable advice. Collecting identity documents, KYC information, risk profile questionnaires, source of funds, supporting evidence and signed declarations can often involve multiple meetings, emails and requests for information.
OnBoardNow brings everything together into one structured workflow, helping advisers reduce administration, improve compliance, securely collect client information, obtain electronic signatures and maintain a complete audit trail.
Critically, clients benefit from a secure mobile-first experience, allowing them to complete the onboarding process quickly and conveniently from wherever they are.
OnBoardNow gives financial advisers everything they need to know their client before they advise.
One
Connected process — not multiple tools
Secure
ID capture via mobile camera
Compliant
Designed for regulated sector requirements
FAQ
FREQUENTLY ASKED QUESTIONS
OnBoardNow can collect fact-find information, identity documents, AML information, source of funds, source of wealth, risk profiling information and supporting documentation.
Yes. Identity verification, NFC checks, liveness detection, proof of address, PEP screening and sanctions screening can all be completed during onboarding.
Yes. Clients can complete suitability questionnaires, risk profiling forms and financial information gathering exercises securely online.
Yes. Couples and joint applicants can each complete their own sections whilst contributing to the same client file.
Yes. Clients can securely upload bank statements, pension statements, investment records, tax documents and supporting evidence.
Yes. Additional workflows can be triggered automatically to gather further information and evidence where required.
Yes. Firms can create bespoke workflows for mortgages, investments, pensions, protection and wealth management.
Yes. We support API integrations and can integrate with existing CRM and advice platforms.
No. Clients simply access their onboarding journey through a secure link on any device.