HARLEYSVILLE, PA — OnBord announced that Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms, has adopted its platform to streamline advisor transitions and client onboarding.
The collaboration targets one of the toughest pain points for advisors going independent—retaining client relationships while managing the extensive data collection and account setup process. OnBord automates onboarding by sending clients secure links to complete required documentation at their convenience, with built-in reminders ensuring timely responses. Firms using OnBord have cut transition times significantly, with some completing moves in as little as 30 days.
“The advisors we partner with are doing incredible work with their clients, and OnBord’s technology lets them focus on relationships rather than paperwork,” said Caitlin Douglas, Founding Partner and Chief Operating Officer at Elevation Point. “With OnBord, our advisors don’t have to spend weeks going back and forth with clients to get their paperwork completed because it all happens automatically, allowing our partners to focus on what they do best: delivering exceptional wealth management services.”
OnBord’s system integrates directly with client relationship management (CRM) and signing platforms while transmitting all data securely without storing sensitive information. The platform also automates compliance with SEC and FINRA regulations, helping advisors manage transitions smoothly while protecting client trust.
“What attracted us to Elevation Point is their approach; they’re partnering with advisors who are already successful and want to accelerate their growth,” said Nick Bernardo, CFP®, Founder and Chief Executive Officer of OnBord. “Our platform helps them onboard new clients quickly and transition existing ones seamlessly, so they can focus on building their practices instead of managing paperwork.”
The partnership reflects the growing demand among independent financial advisors for technology that simplifies transitions, accelerates growth, and preserves client confidence in an increasingly competitive wealth management landscape.
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