Digital client onboarding for RIAs
RIA client onboarding software replaces the new-client paper chase with one guided digital flow: structured intake, advisory agreements and disclosures e-signed, supporting documents collected, and progress tracked with automated reminders — ending in a live portal account and a retained record of every step. InvestorPortaLPro onboards clients in days.1
What we offer
Win the first two weeks
The gap between yes and live is where enthusiasm cools and second thoughts grow. A guided flow closes that gap to days — and delivers the operational competence your pitch implied.
Guided end to end
Intake, agreements, disclosures, and uploads in one obvious sequence.
Executed digitally
ADV delivery acknowledgments and advisory agreements e-signed, versions retained.
Momentum maintained
Progress visible to both sides; reminders keep the flow moving without chasing.
Onboarding features
From signed to serviced in days
Data entered once pre-fills everything downstream; completion activates the portal with documents already filed and the household structure in place.
The retained record — forms, versions, acknowledgments, timestamps — is the compliance trail examiners expect from a modern practice.
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Structured intake
Client and household details captured cleanly once.
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Agreements & disclosures
Advisory contracts and acknowledgments e-signed in flow.
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Document collection
IDs, statements, and transfer paperwork gathered digitally.
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Automated nudges
Reminders and next steps fire without staff time.
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Portal activation
Completion lands the client in a live, populated portal.
Bespoke investment software
Onboard at referral speed
Referral momentum is perishable. The firm that onboards this week converts it; the one that mails a packet doesn't.3
See it in action
A look inside the platform
Real screens from the InvestorPortaLPro platform — relationship pipelines, engagement analytics, controls, and reporting. Explore the full interactive demo →
Why IPP
Why choose a boutique investor software firm?
There are many reasons to choose InvestorPortaLPro. We are affordable yet sophisticated, 100% dedicated to investor portals and IR software, and we spend most of our revenue on research and development to build a better platform for our customers and their investors.
Our vision & dreams
“We shall build good software here, at a profit if we can, at a loss if we must, but always good software.” InvestorPortaLPro aims to be the most user-friendly, affordable, and modern investor platform on the market for firms of all sizes — including public companies, private companies, private equity, real estate, banks, wealth managers, and asset servicers.
Our people, ethics, and experience
100% of our team has experience designing, building, and servicing investor portals. We are confident you will not find a more honest, straightforward, and down-to-earth team in the space. We are also hiring — contact us about joining our team of investment software professionals.
100% customer success & retention
Every implementation we have done is unique, and all have been success stories for our clients.4 Our organization is founded on the simple belief that we are successful when our clients are completely happy. We offer flexible pricing, financing options, and certain guarantees in our contracts — for your success and ours.
R&D commitment
IPP develops technically advanced investor software designed to be useful and user-friendly. Host it yourself (on premises) or with any provider such as Azure or Amazon AWS — IPP is built on open source software with full source-code access, and a large majority of our budget goes to research and development.
Common questions
RIA Client Onboarding, answered
Questions we hear most from registered investment advisors and their clients. For the complete reference, visit the investor portal software knowledge base.
What is RIA client onboarding software?
A guided digital workflow for new advisory clients: structured intake, e-signed agreements and disclosure acknowledgments, document collection, and tracked progress with reminders — ending in a live portal account with all records retained.
How fast can clients complete it?
Days — most clients finish intake and signatures in a single sitting from any device, and reminders keep stragglers moving.
Are disclosure deliveries documented?
Yes — acknowledgments, timestamps, and document versions retain automatically, giving compliance the evidence trail without side files.
Can the flow match our process?
Fully — steps, forms, agreements, and required documents configure to your practice and compliance requirements.
What happens at completion?
The client's portal activates with documents filed and household structure modeled — onboarding ends in service, not in filing.
Does it reduce NIGO problems?
Substantially — required fields and enforced completeness mean packages arrive right the first time.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss ria client onboarding for your firm?
100% satisfaction
We have never lost a client.4 We take the time to listen to your needs before selling you software. We appreciate your time and look forward to speaking with you about potentially partnering with us. We value your privacy and will never sell or provide your information to third parties.
Share your goals
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Our team will reply within one business day. Prefer to talk sooner? Schedule a demo or call NY: +1-212-658-0862.
Notes
- Product names referenced are trademarks of InvestorPortaLPro; capabilities described on this page reflect the InvestorPortaLPro platform. ↩
- Secure delivery, e-signature, tracking, and retention features support your regulatory workflows; they do not constitute legal or compliance advice, and filing obligations remain with the issuer and its counsel.
- SOC 2 Type II controls operate as part of IPP's security program; certain certifications and assurances (including SEC Rule 17a-4(f) compliant storage) are provided through hosting partners. Current audit documentation is shared under NDA during vendor due diligence. ↩
- Client retention figure reflects InvestorPortaLPro's client history since founding in 2016. ↩
- Pricing is published at investorportalpro.com/investor-portal-pricing.html and is subject to change; enterprise and bespoke engagements are quoted individually.
- Implementation timelines vary with data migration scope, integrations, and branding requirements.