An overview of the WDX1 Onboard solution
ENHANCE ADVISOR PRODUCTIVITY, EMPOWER YOUR CLIENTS, ENSURE COMPLIANCE WITH OUR CLIENT ONBOARDING MODULE
Provide a frictionless client onboarding and account opening experience for both your prospective and existing clients.
In addition, streamline workflows across departments to significantly reduce onboarding times and administrative costs.
Download the full brochure and find out more about our client onboarding module
Share on social media