Prospect to Client

Turn onboarding into a competitive advantage and desirable process.

Streamline Efficiency

Stop all the back and forth actions that most form applications require and house it all in one easy to use solution.

Scale & Grow

Better efficiency often leads to an increase in growth. So become more efficient by automating your on-boarding workflows.

By The Numbers

79k

Average increase in a businesses monthly income.

25x

Higher client acquistion rates.

88%

Closing ratio for firms who utilize WealthDrive.

56m

Average increase in AUM during the first 24 months of implementation.

39x

The rate that current clients are likely to refer you to friends & family.

94%

Employee utilization after implementing the technology.

Focus On Your Business

WealthDrive will simplify your life and put your business light-years ahead of the competition.

Benefits

Expedite the onboarding and account opening experience

Make it effortless for new clients to begin working with you using a streamlined and personalized approach to digital onboarding

Truly customizable onboarding

Lighting-fast account funding

Connectivity with everything

Features

Your first impression matters

Delight new clients by turning a traditionally tedious process into your first quick win

Tailored questions

Whether you are taking a high touch (advisor-led) or low touch (client-led) approach, your firm’s client questionnaire is front and center. 

Streamlined account opening and funding

Personalized onboarding options, digital signature functionality, intuitive, elegantly designed workflows and a system built to prevent NIGO errors remove the friction from account opening to funding. 

Full transparency into new account activity

Utilize our intuitive dashboards to track client onboarding and account opening opportunities from the proposal stage all the way through funding. Our system provides an aggregated view of all new accounts, approval status, document availability and required action items. Stay up-to-date and compliant. 

Constantly Improving

Our software is run on a cutting edge tech stack with modern deployment strategies supporting 24 new releases a year, on average. 

FAQ

Frequently Asked Questions

Can I create my own forms?

Yes! You can create your own custom forms for digital signature.

What information do you collect in the CRM?

The CRM can capture every possible piece of information around a contact, either through automation, questionnaires, or data entry.

How many software systems are built into just this one application?

There are 11 different software systems that were meant to be replaced by this single application.

What type of accounts can you aggregate?

There are over 37,000 institutions that have the ability to aggregate accounts into WealthDrive.

How hard is the software to learn?

The application was built with the idea of highly adapted applications to reduce the learning curve significantly. Best way to see it is to try it.

Do you offer a free trial?

Unfortunately, we do not offer a free trial of our application. We do offer a demo so that the true power of our application can be viewed.

Digital Onboarding

Turn onboarding into an engaging competitive advantage. Opening new accounts isn't always easy. We just make it seem that way.

Managing & Rebalancing

Manage more accounts in less time using a scalable, personalized approach that is unique to this firm only.

Client Portal

Keep your clients informed from a whole new perspective with a modern and easy to use portal that is engaging.

Growth Tools

A variety of simple tools to help you capture, connect and report on opportunities.

Contact Management

Together we can enhance your ability to provide customized service at scale.

Platform Pricing

Find the pricing plan that fits your budget. If you have a unique idea or situation let us know.

Firm History

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.