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Client Onboarding Software for Financial Advisers

Everything required. From the start.

Advisory firms lose an extraordinary amount of time between winning a client and being able to advise them. The fact find gets emailed out as a document, comes back half-completed, and then has to be typed into the CRM by hand. Identity documents arrive by whatever means the client finds easiest. The compliance file is assembled afterwards, from memory.

OnBoardNow turns that into one guided workflow — and puts the resulting data straight into the systems you already use.

The cost is not only time. Every manual re-keying of client data is an opportunity to introduce an error into a file that will later be relied upon for advice — and an error in a client’s date of birth, income figure or risk profile is not a clerical matter in an advisory context.

See how OnBoardNow transforms financial adviser client onboarding into one simple workflow.

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Designed for Modern Financial Advisers

OnBoardNow helps financial advisers collect everything needed before advice is given.

Financial Advisers

KYC
Regulated

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

→ Learn more about the OnBoardNow App

FAQ

FREQUENTLY ASKED QUESTIONS


Financial advisers should look for identity verification, AML and KYC checks, customisable workflows, secure document collection and CRM integration.


OnBoardNow automates data collection, document requests, identity verification and compliance checks so advisers onboard clients without manual work.


Yes. Workflows can be customised to match each firm’s onboarding and compliance requirements.


Yes. OnBoardNow can integrate with CRM and financial management systems to keep client data in sync.

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.