Digital Account

One interface. Multiple custodians and account types. Client-friendly.

In the age of digital everything, why isn’t client onboarding more streamlined for the independent wealth management enterprise? With Amplify’s Digital Account, automation of client service workflows, reductions of errors, and fast-tracking account openings is just a few clicks away.

There ~~has to be~~ is a better way.

Onboarding made simple.

Onboard clients seamlessly from a single-pane-of-glass experience with a few simple steps. The best part? The interface doesn’t vary from one custodian to another. Time is money. The simplicity of our Digital Account process reduces the likelihood of errors and NIGOs, benefitting the enterprise, your employees, and your clients.

Beyond the digital signature.

Give advisors the clarity they need to manage client expectations effectively. Give you and your team visibility regarding wins and asset flows across the entire wealth management enterprise. Deliver a single set of documents to the client for digital signature. Track new account pathways in real time. Take the guesswork out of the grunt work (and remove some of the grunt, as well).

Automate the client experience. Create more wins for the client and the advisor.

Digital scalability is how the firms of tomorrow navigate the path to success. Simplicity is the accelerator and usability is the navigation system. Cloud-based technology is the chassis that will continue driving modern wealth management platforms into the future. Ease-of-use, anywhere access, and reliable scalability mean more time to celebrate wins for advisors and clients alike!

2021 Wealthies Finalist.

Amplify’s streamlined Digital Account interface was recognized by a panel of independent judges as a finalist for the Wealth Management Industry Awards in 2021. Find out why.

Technology applied purposefully.

Keeping you focused on what matters.

Access a wealth management platform dedicated to improved workflows so you can focus on better client outcomes. Amplify’s simple functionality and thoughtful integrations provide a framework for sustainable enterprise growth. Take your wealth management business to new heights with Amplify!

Our take on what a wealth management platform should be.

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Digital Account

One interface. Multiple custodians and account types. Client-friendly.

Onboarding made simple.

Beyond the digital signature.

Automate the client experience. Create more wins for the client and the advisor.

2021 Wealthies Finalist.

Keeping you focused on what matters.

Amplify your firm.

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