Digital client onboarding for wealth management
Wealth management client onboarding software turns the new-client gauntlet — intake forms, agreements, disclosures, document collection — into one guided digital flow with e-signature, progress tracking, and automated follow-up. InvestorPortaLPro takes clients from committed to live in days, with every record retained.1
What we offer
Onboarding sets the relationship's tone
A new client's enthusiasm peaks at signing — then meets the paperwork. A guided digital flow protects that enthusiasm and delivers the operational first impression the pitch promised.
One guided flow
Intake, agreements, disclosures, and uploads in sequence — each step obvious, nothing lost.
Sign anywhere
Advisory agreements and disclosures e-sign from any device, enforced complete.
Progress visible
You and the client both see exactly what's done and what remains.
Onboarding features
From signed to serviced without friction
Data entered once propagates everywhere — forms pre-fill, records populate, and the portal account activates on completion.
Automated reminders keep momentum without awkward chasing; your team touches only the exceptions.
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Digital intake
Client details collected once through clean structured forms.
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Agreement execution
Advisory contracts and disclosures e-signed with versions retained.
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Document collection
IDs, statements, and transfers requested and gathered in the flow.
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Momentum automation
Reminders and next-step nudges run without staff time.
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Portal on completion
Finished clients land in their live portal with documents filed.
Bespoke investment software
Ready for onboarding that feels like the pitch?
The firms that onboard in days convert referrals while enthusiasm is warm — and start every relationship with proof the operation matches the promise.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
WM Client Onboarding, answered
Questions we hear most from wealth management and RIA firms. For the complete reference, visit the investor portal software knowledge base.
What is wealth management client onboarding software?
A guided digital workflow for bringing on new advisory clients: structured intake, e-signed agreements and disclosures, document collection, and progress tracking with automated follow-up — ending with a live portal account and retained records.
How long does onboarding take with it?
Days rather than weeks — e-signature, pre-filled forms, and automated reminders remove the round-trips that stretch paper processes.
Can clients complete everything from a phone?
Yes — forms, uploads, and signatures are mobile-complete, which is where many clients prefer to finish.
What records are retained?
Every form version, executed agreement, disclosure acknowledgment, and timestamp — the trail books-and-records reviews expect.
Does onboarding connect to the portal?
Directly — completion activates the client's portal with their documents already filed and their household structure in place.
Can the flow match our firm's process?
Yes — steps, forms, and required documents configure to your process and compliance requirements.
Trusted with 100% client retention4
See what our clients say about InvestorPortaLPro on Trustpilot, Capterra, GetApp, and Software Advice.
Ready to discuss wm 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
Thank you — we received your request.
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.