DIGITAL ONBOARDING
In the age of digital everything,
why isn’t onboarding easier?
With Amplify’s digital onboarding, it is.
Traditional onboarding is tedious and error-prone, wasting time for advisors and frustrating clients. Amplify simplifies and modernizes the process with a fully integrated platform. From combining firm and custodian paperwork into one streamlined package to customizing workflows that fit your unique needs, we’ve built a solution that eliminates errors, increases efficiency, and enhances client satisfaction.
First impressions matter – make onboarding effortless
- Unified onboarding across custodians
Combine multiple accounts and custodians into a single signing, significantly reducing time and complexity. - Custom workflow automation
Tailor workflows to your firm’s processes, track progress in real time, and reduce advisor training requirements. - NIGO prevention
Amplify works directly with custodians to ensure error-free submissions, reducing delays and inefficiencies.
No paper, no hassle
- Integrated firm & custodian paperwork
Consolidate firm agreements, disclosures, and custodian paperwork into one branded package, combining your firm’s paperwork with custodian requirements seamlessly. - White-labeled experience
Deliver a polished, branded client experience with documents customized to your firm’s identity. - Comprehensive support without extra costs
From setup to execution, Amplify partners with you to ensure success—without hidden fees or surprises.
Lighten your workload.
Fast-track success.
With branded documents, real time tracking, and an intuitive interface, Amplify delivers an onboarding process as professional and seamless as the services you provide.
Elevate your client onboarding experience with Amplify.