OnBord, a wealthtech platform specializing in client onboarding for registered investment advisor (RIA) firms, has announced a significant upgrade to its platform, introducing a more configurable experience designed to balance powerful customization with its existing out-of-box simplicity.
The updated platform allows firms to immediately deploy OnBord using best-practice templates or to construct fully tailored data-collection processes. These custom experiences can incorporate conditional logic, branching workflows, field validation, and reusable components without requiring any coding. This enables advisors to securely gather necessary documents, facilitate account openings, and synchronize client data directly with their CRM and custodial forms, all within a unified workflow.
Nick Bernardo, CFP, Chief Executive Officer of OnBord, commented on the release, stating, “RIAs shouldn’t have to choose between speed and flexibility. Our latest platform upgrade gives firms a turnkey solution from day one—and the freedom to tailor question sets, logic, and workflows to match the way they serve clients.”
Key enhancements in the upgrade include fully customizable templates with a drag-and-drop builder, support for conditional logic, field validation, and reusable blocks across different workflows. For immediate use, the platform offers a turnkey out-of-box experience with pre-built client profile and account-opening templates. Document collection capabilities have been expanded to include secure uploads, tracking, automated reminders, and audit trails. The integrated account opening functionality ensures data capture maps directly to custodian and account forms, aiming to reduce Not-In-Good-Order (NIGO) rates. Furthermore, the user experience for both advisors and clients has been streamlined with a mobile-optimized design, email/SMS invitations, and real-time tracking. Data connectivity is supported through bi-directional synchronization with CRMs and custodial systems via API, and built-in compliance features encompass permissioning, audit trails, and exportable records for oversight.
In the current landscape of ongoing mergers and acquisitions within wealth management, the demand for efficient and adaptable onboarding technology is increasingly important. OnBord’s latest platform aims to help firms standardize operations across various teams and custodians while maintaining their distinct client service approach.
The upgraded OnBord experience is now available to all clients. Existing users can activate the new features within their current setup, and new firms can begin immediately with the out-of-box configuration.
OnBord is a digital client onboarding and advisor transition platform that assists financial advisors, RIAs, and wealth management firms in streamlining data collection and account opening processes, as well as facilitating firm transitions. The platform is designed to reduce transition times to as little as 30 days through automated links for client data collection. It prioritizes security by transmitting client data directly to integrated CRM and document signing platforms without storing information in its own database, while also automating SEC and FINRA compliance. OnBord has received recognition, including the Onboarding Product Award at the WealthTech Americas Awards 2025 and being named a finalist in the M&A Deal Support category for the 2025 WealthManagement.com Industry Awards.
