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Private Wealth Daily

Onboarding and account opening

Client portals, onboarding and account opening, e-signature and document vaults, and client communications.

14 vendors · Updated October 26, 2026

News on Onboarding and account opening in your edition and on My Desk.
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Showing 14 of 14Most complete profiles first, then A to Z

iPipeline

Life insurance, annuity and account-opening software for distributors and advisors

  • Broker-dealers
  • RIAs
  • Banks and trust companies
  • Asset managers

Insurance & annuity techCustom quote

ZeplynIn the news

AI meeting notes and agent workflows for wealth management firms

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Family offices

AI tools1 integrationCustom quote

ZocksIn the news

AI meeting assistant and notetaker for financial advisors

  • RIAs
  • Broker-dealers

AI tools10 integrationsPer seat

Arta Finance

AI platform and wealth infrastructure for private banks and wealth managers

  • Banks and trust companies

AI tools

Backbase

Digital banking and advisor workspace platform for banks and wealth managers

  • Banks and trust companies

Client experienceCustom quote

Capital Preferences

Behavioral client discovery and preference profiling software for wealth managers

  • RIAs
  • Asset managers

Data & research1 integrationCustom quote

DataPoints

Behavioral finance assessments and risk tolerance questionnaires for advisors

  • RIAs

Data & research3 integrationsPer seat

FusionIQ

White-label digital advice and self-directed investing platform

  • Banks and trust companies
  • RIAs
  • Broker-dealers
  • Asset managers

Client experience4 integrationsCustom quote

JumpIn the news

AI meeting assistant and onboarding software for financial advisors

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Asset managers

AI tools16 integrationsPer seat

PreciseFP

Client data-gathering and onboarding forms software for financial advisors

  • RIAs

Client experience22 integrationsPer seat

Quik!

Forms automation software and APIs for wealth management firms

  • RIAs
  • Broker-dealers

Client experience8 integrationsPer seat

Seccl

Embedded investment platform and custody for UK advice firms and fintechs

  • RIAs

Custody & clearing7 integrations

Tick two to four vendors, then compare them side by side.

Onboarding and account opening: questions to ask before you buy

  1. Which firms like ours, by size and business model, run on it today, and may we speak to two of them?
  2. What does the full first-year cost come to, including implementation, data conversion, training and integrations?
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