Client onboarding that advisors don’t hate.
A clean, compliant intake that captures KYC, risk, and documents in minutes — with per-advisor analytics built in. Eliminate back-and-forth, boost conversions, and get clients funded faster.
- KYC / CIP basics
- Risk tolerance
- Income & net worth
- Document upload
- Per-advisor analytics
- Email notifications
Built for RIAs, broker-dealers, and wealth teams modernizing client intake.
How it works
Each advisor gets a unique URL. Track usage by advisor or even per person with ?contact= tags.
KYC/CIP essentials, risk score, income/net worth and documents — mobile friendly.
See weekly submissions, completion rates, and averages. Export or push downstream.
Security & compliance first
- JWT + HttpOnly cookies; scoped access per advisor
- Minimal PII collection; no SSNs by default
- Neon Postgres with PITR; Prisma row-level scoping
- Email alerts via Resend; no sensitive payloads
Pricing
Includes 100 client intakes/month. $8 per additional. Ideal for small RIA teams.
Request pilotFor larger wealth firms — includes white labeling, SSO, and custom data integrations.
Talk to usBeta promo: first 50 completed intakes free for early adopters.
FAQs
We capture CIP/KYC basics and avoid SSNs by default. Add only what your compliance team approves.
Yes — each advisor has a tokenized URL. You can also tag links with ?contact=NAME to attribute outreach.
Securely in Neon Postgres with point-in-time recovery. Access scoped per advisor.
Yes — export CSV/JSON today; roadmap includes custodial & CRM integrations.
Ready to pilot with your team?
Give us 30 minutes. We’ll set up advisor links and a clean demo using your data.
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