Know-your-customer identity verification, risk assessment, and advisory agreements for financial advisors and wealth managers.
Each step is a screen your client sees. They complete the entire onboarding from one link — no account required.
Collect the required identity details for regulatory compliance.
Assess your client's financial picture to recommend the right strategy.
Collect the documents regulators require — no more emailing sensitive files.
Finalize the advisory relationship with signed agreements and the initial funding.
Add, remove, or reorder any step. Change field types, add conditional logic, upload your logo, and match your brand colors. This template is a starting point — make it yours.
Use This TemplateStart with this template and send your first onboarding link in under 10 minutes.
Start FreeNo credit card required. Cancel anytime.