New Client Onboarding for Wealth Managers
Stop letting new client onboarding eat your wealth manager's week.
The Problem
Onboarding a new High-Net-Worth Advisory client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.
What We Build
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Addepar, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.
Tools & Integrations
How It Works
Discovery Call
We map your current new client onboarding process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Frequently asked
How long does new client onboarding take manually for wealth managers?+
In most high-net-worth advisory firms, new client onboarding consumes hours per matter or per week that AI can absorb. The exact savings depend on volume, but firms with mature workflows typically see meaningful improvement within the first quarter after deployment.
Can AI handle new client onboarding without losing accuracy?+
Yes — every workflow uses human-in-the-loop. AI does the deterministic 80% (data extraction, classification, routing); your wealth manager keeps every judgment call. Nothing ships without a defined approval point.
Will this require switching from Addepar?+
No. The automation runs on top of your existing Addepar setup using its API or agent integration — no migration, no parallel system, no license changes. Your team keeps using Addepar exactly as before.
How quickly can a wealth manager team deploy this?+
Most engagements ship the first working workflow in 2–4 weeks from kickoff: discovery call → fixed-price scope → build → review/refine. After that it runs on autopilot, with us monitoring for drift.
Is new client onboarding automation worth it for a small high-net-worth advisory firm?+
If your wealth managers spend 5+ hours per week on new client onboarding, the ROI is clear. The build pays back inside the first quarter at that volume — and the time savings compound, since the workflow keeps running once deployed.
What happens when Addepar or our process changes?+
Workflows are versioned and monitored. When Addepar pushes API changes or your firm changes process, we update the workflow within days — no rebuild required.
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Ready to automate new client onboarding?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.