Digital Client Onboarding for
Professional Advisors

Fact Finding, Goal Planning and Compliance – all through
one platform that automates manual admin tasks.

Digital Client Onboarding for Professional Advisors

Fact Finding, Goal Planning and Compliance – all through one platform that automates manual admin tasks.

Trusted by forward thinking advisors

Smarter Digital Onboarding

Pre-Meet

Accessible from any device, we’ve made it both safe and easy to connect with new clients online.



Clipboard

Designed for client meetings, this tablet app improves the experience for both advisor and client.




Smarter Digital Onboarding

Pre-Meet

Accessible from any device, we’ve made it both safe and easy to connect with new clients online.

Clipboard

Designed for client meetings, this tablet app improves the experience for both advisor and client.

+27%

increase in conversion rate

+$780

saved monthly per advisor

+5%

increase in client time

+27%

increase in conversion rate

+$780

saved monthly per advisor

+5%

increase in client time

Grovewood Wealth Management

“Digital Clipboard has been a great time saver for our practice. Its been the missing piece for us to finally become fully digital.”

Customer: Lynne, Co-FounderAUM: £200MLocation: Tunbridge Wells

Weald Wealth Management

“We’ve wanted something like this for some time. Digital Clipboard has really helped us save costs and improve our client engagement experience.”

Customer: Michael, Managing DirectorAUM: £250MLocation: London

Improve your client experience