How it works
Customisable and secure, this modern platform makes it easy to onboard clients and automate manual admin tasks.
Client Experience
Digital Handwriting for natural data capture
CRM Integration
Client meetings with no admin
How it works
Customisable and secure, this modern platform makes it easy to onboard clients and automate manual admin tasks.
Fact Find: Captured
Capture the details that matter with digital handwriting.
Letters of Authority: Signed
Eliminate admin with pre-populateddigital letters of authority.
Risk Profile: Assessed
Assess client risk tolerance to ensure investment suitability.
Identity: Verified
Capture passport or driving license for instant online verification.
Client Document: Complete
Automatically create, send, sign and store client documents.
Client Experience
Digital Handwriting for natural data capture
Digital Clipboard uses handwriting recognition to help you maintain client contact while capture the details that matter. The ease and familiarity of paper notes.. only better.
Document Management
Digitally send, sign and store every document
Digital Clipboard allows to automatically create, send, sign and store documents. Eliminate admin with auto generated Letters of Authority, Client Agreements and more.
Client meetings with no admin
Client Experience
Digital Clipboard integrates with leading CRMs to streamline operations and reduce admin costs. Onboard new clients and update records in review meetings right from your Digital Clipboard.
+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