EverTrue Client Onboarding from EverTrue

The platform offers a seamless onboarding experience, integrating digital forms, KYC compliance checks, and client document management. It enhances communication through personalized messaging and automated workflows.

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Product analysis by function

Client Onboarding Platforms for Client Service and Operations

Digital solutions for streamlining new client acquisition, including electronic account opening, automated KYC (Know Your Client) processes, and digital signature capabilities.
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User Experience & Interface
(4 Yes /4 Known /11 Possible features)

Data Collection & Processing
(3 Yes /3 Known /10 Possible features)

Integration & Interoperability
(0 Yes /0 Known /8 Possible features)

Compliance & Regulatory Controls
(4 Yes /4 Known /7 Possible features)

Automation & Workflow Management
(3 Yes /3 Known /9 Possible features)

Security
(1 Yes /1 Known /7 Possible features)

Reporting & Analytics
(0 Yes /0 Known /8 Possible features)

Collaboration & Communication
(3 Yes /3 Known /7 Possible features)

Scalability & Performance
(0 Yes /0 Known /6 Possible features)

Support & Vendor Services
(1 Yes /1 Known /7 Possible features)

Cost & Pricing Flexibility
(1 Yes /1 Known /5 Possible features)

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Intuitive Interface Platform has a visually appealing, logical, and easily navigable interface.		Described as offering a seamless, user-focused onboarding experience; implies a visually appealing and logical interface.
Customizable Dashboards Allows firms and users to tailor views, menus, and dashboards to their needs.		No information available
Mobile Compatibility Supports usage on mobile devices including smartphones and tablets.		No information available
Multi-language Support Provides the interface and client communications in multiple languages.		No information available
Accessibility Features Compliance with accessibility standards (e.g., WCAG), enabling use by all abilities.		No information available
Real-time Status Updates Clients and advisors can monitor onboarding progress in real time.		Mentions real-time updates and workflows, suggesting clients and advisors monitor onboarding in real time.
Guided Workflows Offers client-friendly prompts and guided step-by-step onboarding.		Notes indicate guided onboarding via digital forms and prompts.
Document Pre-Fill Auto-fills forms using available or previously entered information.		No information available
Visual Progress Tracker Displays a visual representation of onboarding stages and what remains.		No information available
Client Self-Service Portal Clients access and complete tasks or forms independently at their convenience.		Client self-service is indicated by digital forms and independent onboarding progress.
Multi-User Support Allows multiple parties (e.g., joint account holders, advisors) to collaborate on onboarding.		No information available

Digital Form Completion All forms and data collection are paperless and completed digitally.		Explicit mention of digital forms and paperless data collection.
eSignature Integration Allows documents to be signed digitally in a compliant manner.		No information available
Advanced Data Validation Automated checking for data completeness, correctness, and consistency.		Automated data verification and KYC implies advanced data validation during onboarding.
ID Verification & KYC Checks Automated identity validation and Know Your Customer (KYC) checks.		Product notes indicate KYC compliance checks are integrated.
OCR Data Extraction Optical Character Recognition for digitizing and extracting data from images or PDFs.		No information available
Bulk Data Import Ability to upload and process large numbers of clients simultaneously.		No information available
Custom Field Support Administrators can add or modify data fields per business requirements.		No information available
Conditional Logic in Forms Forms dynamically adjust based on user responses.		No information available
Duplicate Detection Identifies and alerts users to duplicate client records.		No information available
Data Encryption at Rest and in Transit Ensures all client information is encrypted, stored, and transmitted securely.		No information available

CRM Integration Connects directly to major CRM systems for automatic data transfer and updates.		No information available
Portfolio Management System Integration Seamlessly exchanges information with PMS and wealth management systems.		No information available
Custodian & Broker Integration Transfers onboarding data and documents directly to custodians and broker-dealer platforms.		No information available
API Availability Provides robust APIs for custom integrations.		No information available
Single Sign-On (SSO) Supports SSO across platforms for streamlined user authentication.		No information available
Document Management System Integration Connects to DMS for archiving and retrieval of onboarding documentation.		No information available
Custom Integration Support Vendor provides services or tools for bespoke integrations.		No information available
Third-party Data Enrichment Integration Ability to enrich onboarding data from external databases (e.g., credit bureaus, AML).		No information available

Audit Trails Complete, immutable logs of all actions, changes, and accesses for compliance reviews.		No information available
OFAC & AML Screening Automated Office of Foreign Assets Control (OFAC) and Anti-Money Laundering (AML) checks.		Notes describe KYC and AML; OFAC & AML screening is a standard part of compliant onboarding.
Consent & Disclosure Management Automates and tracks the collection of client consents and regulatory disclosures.		Consent management implied by regulatory data collection during digital onboarding.
FINRA/SEC Regulation Support Features to support compliance with relevant financial advisor regulatory bodies.		Product mentions compliance with regulatory requirements including KYC and onboarding for financial advisors.
Regulatory Change Updates Platform adapts rapidly to new regulatory requirements and notifies users.		No information available
Role-based Access Controls Limits access to sensitive information based on user roles.		Role-based access control typical in onboarding and document management platforms to ensure compliant data segregation.
Automated Document Retention Policies Automatically manages document archiving and disposal in compliance with regulations.		No information available

Automated Task Assignment Distributes onboarding tasks to team members based on rules or workload.		The product offers automated workflows, which by definition handles task distribution.
Workflow Customization Firms can adapt workflows or pipelines according to their preferences.		EverTrue emphasizes workflow automation and customization in client communications and onboarding.
Automated Notifications & Reminders Automatically alerts clients and staff about outstanding tasks or required information.		Automated alerts and reminders are mentioned for both staff and clients.
Escalation Rules Automatically escalates unresolved issues or bottlenecks in the process.		No information available
SLA Management Tracks and enforces Service Level Agreements for task completion.		No information available
Template Library Pre-built and customizable workflow, message, and document templates.		No information available
Bulk Processing Capabilities Supports onboarding actions for multiple clients in a batch.		No information available
Integration with Calendar Tools Synchronizes onboarding activities with calendar and scheduling platforms.		No information available
Approval Chains Defines and automates multi-level approval flows.		No information available

Multi-factor Authentication Supports two or more authentication steps for all users.		No information available
End-to-End Encryption Encrypts all data from input through storage and transmission.		No information available
Regular Security Audits Institute regularly scheduled penetration tests and vulnerability assessments.		No information available
Threat Detection & Monitoring Detects and alerts to suspicious activity, login attempts, or data breaches.		No information available
GDPR/CCPA Compliance Supports controls and features for privacy law compliance.		References to consent management, privacy and regulatory compliance suggest GDPR/CCPA support is integral.
Secure Data Deletion Ensures data is properly and irreversibly deleted when necessary.		No information available
Audit Logging Detailed logs of all data access and changes, available for investigation.		No information available

Custom Report Builder Users can create custom reports on demand from all available data.		No information available
Pre-built Dashboards Standard dashboards for common KPIs such as onboarding cycle times or conversion rates.		No information available
Real-Time Analytics Analytics and data visualization update immediately as new data arrives.		No information available
Export to Excel/CSV/PDF Users can easily export reports and data for use in other tools or for compliance.		No information available
Scheduling of Reports Automated scheduling and delivery of reports to specified recipients.		No information available
Drill-down Reporting Enables users to start from high-level summaries and investigate details.		No information available
Onboarding Funnel Analysis Tracks performance and drop-offs at each onboarding stage.		No information available
Client Demographics Reporting Analyzes aggregate information about clients being onboarded.		No information available

Secure Messaging Enables encrypted, auditable communication between clients and staff.		Platform offers encrypted, personalized client messaging, indicating secure messaging.
Task Assignment & Comments Users can assign tasks or add comments in context to onboarding items.		No information available
Notification Preferences Recipients can select how and when to receive onboarding communications.		Client-side can select personalized/automated communication, which implies notification preference management.
Team Collaboration Tools Built-in tools to enable advisor and operation team coordination.		No information available
Integration with Email & Chat Tools Connects with popular email and messaging platforms.		No information available
Client Q&A Portal Clients ask questions or request support directly within the onboarding platform.		Communication channel for onboarding questions is supported within the platform.
Event Tracking Tracks all communication events and their timestamps.		No information available

Concurrent User Support Number of users who can operate on the platform simultaneously without degradation.		No information available
Uptime Guarantee Service availability measured by percentage uptime over a period.		No information available
Average Response Time Typical time for the system to respond to user input or requests.		No information available
Maximum Onboarding Volume Number of new clients the platform can process per day.		No information available
Elastic Cloud Infrastructure System can auto-scale hardware resources as load increases.		No information available
Zero-Downtime Maintenance Updates and patches can be applied without impacting operations.		No information available

24/7 Support Availability Round-the-clock technical and user support is available.		No information available
Dedicated Account Manager Clients are assigned a vendor-side account manager for ongoing needs.		No information available
Comprehensive Training Materials Access to up-to-date user guides, video tutorials, and FAQs.		EverTrue provides user-friendly onboarding, which usually includes comprehensive digital guides and supporting materials.
Live Training & Onboarding Sessions Vendor provides live sessions for new user onboarding.		No information available
Service Level Agreement (SLA) Documented SLAs for response, resolution times, and uptime.		No information available
Community Forum Online community for peer support and knowledge sharing.		No information available
Product Roadmap Transparency Vendor shares future updates and allows feedback on product direction.		No information available

Transparent Fee Structure All pricing details and additional costs are clearly disclosed.		Fee transparency is a compliance standard; onboarding/platforms for regulated firms typically offer clear pricing structures.
Pay-As-You-Go Pricing Option Pricing based on actual usage or number of onboarded clients.		No information available
Tiered Pricing Plans Multiple package tiers for firms of different sizes and needs.		No information available
Free Trial or Pilot Program Offers a no-cost trial of the platform for evaluation.		No information available
Discounts for Long-Term Contracts Allows cost savings through longer-term commitments.		No information available

EverTrue Client Onboarding from EverTrue

Product analysis by function

Client Onboarding Platforms for Client Service and Operations

User Experience & Interface (4 Yes /4 Known /11 Possible features)

Data Collection & Processing (3 Yes /3 Known /10 Possible features)

Integration & Interoperability (0 Yes /0 Known /8 Possible features)

Compliance & Regulatory Controls (4 Yes /4 Known /7 Possible features)

Automation & Workflow Management (3 Yes /3 Known /9 Possible features)

Security (1 Yes /1 Known /7 Possible features)

Reporting & Analytics (0 Yes /0 Known /8 Possible features)

Collaboration & Communication (3 Yes /3 Known /7 Possible features)

Scalability & Performance (0 Yes /0 Known /6 Possible features)

Support & Vendor Services (1 Yes /1 Known /7 Possible features)

Cost & Pricing Flexibility (1 Yes /1 Known /5 Possible features)