Client onboarding system
Client onboarding automation for advisory firms
The moment a new client signs, the onboarding checklist starts itself. Your team gets the tasks, the client gets clear requests, and polite reminders go out until every document is in.
New clients should feel looked after, not chased.
After the agreement is signed, someone at the firm starts the same routine by hand: a task list, a document request, a reminder, then another reminder.
Statements arrive in pieces. Nobody is sure which client is still missing what. The client's first weeks with you are spent answering the same email twice.
None of that work needs judgment. It needs a checklist that runs on its own.
What happens, step by step.
- day 0
Agreement signed
Your e-signature tool marks the agreement complete and the onboarding workflow starts.
- day 0
Tasks and checklist created
Your team gets its task list in the CRM with owners and due dates. The client gets one clear list of the documents you need.
- days 3, 7, 14
Reminders until complete
Friendly reminders go out for anything still missing, drafted for your approval, and stop the moment it arrives.
- when done
Status visible
The CRM shows each client's onboarding status, so anyone at the firm can answer where things stand.
What your firm gets
- A consistent onboarding routine for every new client
- Document checklist and reminders that run without staff time
- Onboarding status visible in your CRM
- Fewer stalled accounts and fewer repeat emails
Guardrails built in
- Client messages are drafts until your team approves them
- Documents go to your own storage, never to ours
- No custodian logins and no account opening on your behalf
- Every step is recorded in your CRM
Questions firms ask
Does this open accounts at our custodian?
No. Advisor Ready never touches custodians, trading or money movement. It runs the tasks, requests and reminders around your existing paperwork.
Where do client documents end up?
In the storage your firm already uses. We set up the routing during the build and keep no copy.
Can we change the checklist later?
Yes. The care plan includes two small changes a month, and you own the workflows outright.
How is this priced?
Client onboarding is half of the Lead-to-Onboarded System, which goes live in 14 days at a fixed $5,000.
Find the three automations worth building in your firm.
The audit is 45 minutes and $750, credited toward your build. You keep the map either way.
Book the practice audit