Onboarding takes weeks
Identification, agreements and disclosures move by email attachment, and one missing form stalls everything.
Your value is the advice, not the twelve emails it takes to open a relationship. Recurring fee billing, secure document collection and a single client record — on the account that actually receives the money.
$118,600.00
Billed across 64 client relationships
The problem
The first ninety days set the tone. Most of the friction in them has nothing to do with the plan you built.
Identification, agreements and disclosures move by email attachment, and one missing form stalls everything.
Quarterly fees get calculated, invoiced and chased manually, one relationship at a time.
Identification and financial paperwork sitting in an inbox is the kind of exposure that only looks small until it isn't.
What they've paid, what they've signed and where onboarding stalled live in three different systems.
When you need to demonstrate what was collected and when, reconstructing it from email is not a record.
Small practices often run on a personal account far longer than they should, which makes everything above harder.
What you'd use
Billing, onboarding and record-keeping in one place, with the audit trail already built.
Identity & verification
The same identity checks that clear customers onto our own platform, opened up for yours. Send a link, and the customer proves who they are from their phone — no app, no account, no reader on your counter.
You have to identify a client before you can act for them, and a scanned licence emailed over is not much of a check. Run the same identity step your custodian would expect, from the client's phone, in the time it takes them to read the onboarding pack.
A selfie checked against the photo ID, with liveness in the flow — so it is the actual person, not a photo of one.
The customer shows the card they are paying with and it is verified on the spot, before you hand anything over.
Licenses, permits, insurance certificates and tax forms collected from the customer's phone camera, with expiry tracked.
The device behind the payment is recognised — including the ones that have failed you before, through cleared cookies and private browsing.
The verification step carries your name and palette, so it reads as part of your business rather than a hand-off to someone else's.
Push a high-value card payment through issuer authentication and move the chargeback liability off your books.
Verification session
LiveGetting started
No implementation project and no migration weekend. Open the account, connect what you already do, and start moving money.
Separate the practice's money from your own, with no monthly account fee.
Monthly or quarterly advisory fees that bill and follow up on their own.
Identification, agreements and disclosures collected securely in a single flow.
Fees, documents and status in one view instead of across three systems.
Businesses on the platform
US states supported
US-based support
Monthly platform fees
Yes. Set fees to recur monthly, quarterly or annually and they bill on schedule, send themselves and follow up automatically if payment is late.
Documents are encrypted in transit and at rest, stored against the client record rather than in an inbox, and visible only to the people you authorise. Every view and approval is logged.
No. This is the account your practice uses to bill fees, collect paperwork and run its own finances. It is not a custodian and does not hold client investment assets.
Yes. Every document upload, review and approval is timestamped and attributed, so the onboarding record stands up when you need to demonstrate it later.
Yes. Role-based access separates viewing client records, sending invoices and moving money, so support staff can help without having authority over funds.
Open a practice account, set your fee schedule once, and onboard your next client through a single secure link.