Nov '23 • AdvisorTech
Seamlessly integrated with Redtail and Schwab - OnBord Demo
Text → Redtail → Docusign → Schwab
1. Advisor creates client in OnBord
- Add client’s name, mobile number, email, and account types to open.
2. OnBord sends SMS message to client
- The client clicks the link in the message and enters their account information.
3. OnBord collects client information and sends it to Redtail & DocuSign
- The account information entered by the client is sent directly to Redtail CRM and DocuSign for digital signing ceremony.
4. OnBord sends automated reminders
- OnBord sends mobile notifications to clients for any skipped or incomplete information.
Watch the demo below!
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Seamlessly integrated with Redtail and Schwab - OnBord Demo
skool.com/ria-os
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