Client onboarding that advisors can actually use
Marengo makes it easy to collect compliant client info, auto-calculate net-worth bands, and see advisor-specific analytics. Built on Next.js + Prisma + Neon + Vercel, designed to get you from interest → intake → insight in minutes.
What’s included
- Personalized advisor links
- Guided client intake (mobile-first)
- Advisor-scoped dashboard + CSV export
- Optional product suggestions (rules-based)
- Privacy by design (PII encryption option; demo-safe)
Why this matters
Most onboarding feels like paperwork. Marengo keeps it lightweight for clients and actionable for advisors: fewer emails, faster first meetings, and clean data from day one.