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Digital Onboarding

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Digital Advisor Product Info

This smart, scalable digital application automates on-boarding and advice delivery so advisors can focus on deepening relationships with clients. Digital Advisor is a complete, turnkey automated investing solution from lead generation and model selection, through portfolio monitoring and rebalancing, so you can efficiently serve accounts of any size.

Product / Digital Onboarding

White-Labeled Automated Client Onboarding and Client/Advisor Portal

Enhance your advice delivery and grow your business by putting a digital investment experience in your customer's hands.

 

With Digital Advisor from Advisor Software you can:

Easily onboard new accounts.
Acquire new customers directly through your existing website via our cloud-hosted investment proposal and account opening app.

 

Customize your client experience.
Private label your Digital Advisor with your own branding. Use your own capital market assumptions. Define your own model portfolios, risk profile, and rebalancing rules.

 

Streamline business operations.
The perfect solution for clients with any account size – with Digital Advisor you can onboard and serve your clients' accounts with minimal overhead.

 

Enhance current client engagement.
Digital Advisor offers a comprehensive digital advice experience that your investors can access anywhere in the world, across any device.

 

Appeal to traditional and tech-savvy investors alike. Digital Advisor was built with all investors in mind – highly interactive, visually dynamic, and mobile responsive.

New Features for 2018!

Our robo-advisor platform helps advisors, banks, credit unions, and independent broker-dealers deepen client relationships and increase revenue, all while servicing accounts of all sizes.

Calendly Integration: Clients can schedule a meeting their advisor by clicking a link in the InvestorView sidebar

Notifications: Advisors can send messages to clients, with attachments, right within the app

Integration with Zendesk, Hubspot, Salesforce Classic and FSC, and others

Advanced Advisor Dashboards showing total held-away assets, AUM growth, and more

Enhanced goal view including

Education and Retirement Goals

Progressive Risk Score Gauge (optional)

Support for more account types, including Individual Brokerage, Joint Brokerage, Traditional IRA, Roth IRA, SEP IRA, Rollover IRA, 401K Rollover

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