OnBord
Financial Software · United States · 1-10 Employees
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Overview
Headquarters
United StatesWebsite
www.onbord.ioRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About OnBord
OnBord is a SaaS platform designed to simplify and automate the client onboarding process for financial advisors. It offers a secure, white-labeled solution that allows advisory firms to personalize their branding while efficiently gathering client information through SMS and email reminders. The platform integrates directly with partners like Redtail and DocuSign to ensure compliance and enhance data security. OnBord aims to save time and reduce costs associated with manual onboarding processes, making it an ideal choice for financial institutions looking to improve their client engagement.Explore more
OnBord Org Chart
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OnBord Tech Stack
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OnBord is a SaaS platform designed to simplify and automate the client onboarding process for financial advisors. It offers a secure, white-labeled solution that allows advisory firms to personalize their branding while efficiently gathering client information through SMS and email reminders. The platform integrates directly with partners like Redt... Read More
