Client On-Boarding Platforms/Solutions
We are an RIA that has both direct clients and dual contract sub-advisory clients, and are considering options for electronic client on-boarding. Ideally, we would like to transition away from our reliance on paper for the execution of our investment management agreements, the completion of KYC forms, the completion of any custodial bank forms, etc.
We had a demo with Agreement Express, and their product seems to be geared directly toward asset management/financial services. Has anyone used this product previously? If so, thoughts? Are there any other providers out there our peers are using to accomplish a similar goal? Appreciate any and all insight.