Digital Clipboard is a brand that offers a comprehensive solution for digital client onboarding in the professional advisory industry. With a focus on fact finding, goal planning, and compliance, this platform automates manual administrative tasks, streamlining the onboarding process for advisors and their clients. One of the key features of Digital Clipboard is its accessibility.

It can be accessed from any device, making it safe and easy for advisors to connect with new clients online. Additionally, for client meetings, the brand offers a tablet app called Clipboard. This app is designed to enhance the experience for both advisors and clients, creating a more seamless and efficient meeting environment.

Digital Clipboard is trusted by forward-thinking advisors who value the benefits of smarter digital onboarding. They have seen a significant increase in conversion rates, monthly cost savings per advisor, and client engagement time. Customers have praised the brand for its time-saving capabilities and its contribution to their practice's shift towards full digitization.

Improve your client experience and streamline your onboarding process with Digital Clipboard. Contact sales to get started