As CEO Nick Bernardo, CFP, says, “all RIAs do it a little bit differently.”

OnBord, the wealthtech platform that streamlines client onboarding for registered investment advisor (RIA) firms, today announced a major upgrade to its platform, introducing a completely enhanced experience that combines powerful configurability with OnBord’s award-winning, out-of-the-box simplicity.

With this release, firms can now deploy OnBord instantly using best-practice templates or build fully customized data-collection experiences featuring conditional logic, branching, validation, and reusable components, without writing a single line of code. Advisors can securely collect any documents, open accounts, and sync data back to their CRM and custodial forms—all in one seamless 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.”

Highlights of the Upgrade

• Fully customizable templates: Drag-and-drop builder with conditional logic, field validation, and reusable blocks across workflows.
• Turnkey out-of-the-box experience: Pre-built client profile and account-opening templates ready to launch immediately.
• Comprehensive document collection: Secure uploads, tracking, automated reminders, and audit trails.
• Integrated account opening: Data capture that maps directly to custodian and account forms, reducing NIGO rates.
• Streamlined UX for advisors and clients: Mobile-optimized design with email/SMS invitations and real-time tracking.
• Data connectivity: Bi-directional sync with CRMs and custodial systems via API.
• Built-in compliance: Permissioning, audit trails, and exportable records for oversight and reviews.

As M&A activity continues to reshape the wealth management landscape, efficiency and adaptability in onboarding technology are more vital than ever. OnBord’s latest release ensures firms can unify operations across teams and custodians—without sacrificing their unique client experience.

Availability

The upgraded OnBord experience is available to all clients starting today. Existing users can activate the new capabilities seamlessly within their current setup, while new firms can start instantly with the out-of-the-box configuration.

For more information, go to https://onbord.io/custom-solutions/

About OnBord

OnBord is a digital client onboarding and advisor transition platform that helps financial advisors, RIAs, and wealth management firms streamline data collection and account opening processes while supporting seamless firm transitions. The platform reduces transition time to as little as 30 days through automated links used for client data collection and maintains the highest security standards by transmitting client data directly to integrated CRM and document signing platforms without storing information in its own database, while automating SEC and FINRA compliance. OnBord's recognition includes being awarded the Onboarding Product Award at the WealthTech Americas Awards 2025 and being named a finalist in the M&A Deal Support category for the 2025 WealthManagement.com Industry Awards.

For more information, visit onbord.io, and for the latest updates, follow OnBord on LinkedIn.

View source version on businesswire.com: https://www.businesswire.com/news/home/20251022886021/en/

Firms can now deploy OnBord instantly using best-practice templates or build fully customized data-collection experiences featuring conditional logic, branching, validation, and reusable components, without writing a single line of code.