HARLEYSVILLE, PA — OnBord has launched a major upgrade to its digital onboarding platform, introducing a next-generation experience that combines full configurability with the platform’s hallmark simplicity.
The enhanced system allows firms to deploy OnBord instantly using pre-built best-practice templates or to create fully customized data-collection workflows—all without writing a single line of code. The upgrade enables advisors to securely gather documents, open accounts, and sync client data across CRMs and custodial forms within a unified, end-to-end workflow.
“RIAs shouldn’t have to choose between speed and flexibility,” said Nick Bernardo, CFP, chief executive officer of OnBord. “Our latest platform upgrade gives firms a turnkey solution from day one—and the freedom to tailor question sets, logic, and workflows to match the way they serve clients.”
Key enhancements include a drag-and-drop form builder with conditional logic, validation, and reusable components; ready-to-launch account-opening templates; automated document collection and reminders; integrated data mapping to custodian systems; and real-time mobile tracking for both clients and advisors.
The platform also introduces expanded API connectivity for seamless bi-directional data flow and built-in compliance tools, including permission controls, audit trails, and exportable records for oversight and review.
By merging flexibility with usability, OnBord’s latest release aims to eliminate one of the most persistent pain points in financial advisory operations—complex, inconsistent onboarding processes—while giving firms the tools to scale efficiently and maintain full regulatory confidence.
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