OnBord, a secure digital client onboarding and advisor transition platform, today announced that Elevation Point, a growth accelerator and minority stake partner supporting independent advisors and breakaway firms, has selected its technology to enhance advisor transitions and speed up client onboarding processes.
This collaboration aims to address one of the most significant challenges for advisors transitioning to independence — maintaining strong client relationships while managing complex data collection and account setup workflows.
OnBord’s platform simplifies and automates the onboarding experience by sending secure digital links to clients, enabling them to complete required documentation at their convenience. Automated reminders and compliance checks ensure accuracy and timeliness, helping firms significantly reduce transition times — with some completing full transitions in as little as 30 days.
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“The advisors we partner with are doing incredible work for their clients, and OnBord’s technology enables them to focus on relationships instead of paperwork,” said Caitlin Douglas, Founding Partner and Chief Operating Officer at Elevation Point. “By automating the client onboarding process, advisors no longer spend weeks chasing forms or signatures. It all happens seamlessly, allowing them to dedicate more time to delivering exceptional wealth management experiences.”
OnBord upholds the highest data security and regulatory standards. All client data is transmitted directly to integrated CRM systems and signing platforms without being stored in OnBord’s own database. This secure, compliant framework ensures adherence to SEC and FINRA requirements while empowering advisors to maintain trust and transparency throughout transitions.“What impressed us most about Elevation Point is their forward-thinking approach,” said Nick Bernardo, CFP®, Founder and Chief Executive Officer of OnBord. “They partner with high-performing advisors who want to scale faster and smarter. OnBord helps them achieve that by automating transitions and onboarding so they can focus on growth instead of paperwork.”
With this partnership, Elevation Point and OnBord are setting a new standard for efficiency, security, and client experience in the independent advisory space — helping advisors move faster, onboard smarter, and serve clients better.
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