Below are the steps in the overall client onboarding flow. This is a typical flow, which you can adjust as needed.
Step | Detail | Link |
Step 1 | Using the lead generation link, the client takes the risk tolerance test and investor-type questionnaire. | |
Step 1 (Alternative) | For leads from referrals/events, or for existing clients, advisors can send a link via email, so they can go through the same steps. | |
Step 2 | Advisor reviews the client’s response, exports the Risk Tolerance Report, and sends it to the client as a follow-up. | |
Step 3 | Advisor will review the client’s questionnaire results on the AccuProfile with the client. Advisors can also export the results and send them to clients. | |
Step 4 | Advisor sends a link to collect household information. | |
Step 5 | Advisor enters the client’s existing portfolio, runs deep analytics, and compares with the proposal in several ways including efficient frontier visualization. | |
Step 6 | With the click of a button, the advisor generates the IPS to document the agreement. |