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Client onboarding (wealth) for finance

New clients from first meeting to funded account, with documents and approvals.

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One click opens a free 30-day workspace with this template and sample data. Change anything by asking.

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Try it: Client onboarding (wealth)Interactive demo · sample data
Inside

What it does

New clients from first meeting to funded account, with documents and approvals.

Tracks
Client, Advisor, Account type, Documents complete, Risk profile done, Funded, Target funding, Status
Flags automatically
  • Funding late when Target funding has passed and Funded is unchecked
  • Missing documents when Documents complete is unchecked
  • Funded when Status is Funded
Actions and automations
  • Create a one-page summary: A short Word summary of this client for a meeting or a hand-over.
Views and charts
A table, a board and charts you add by asking
Its agent
Watches every client for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
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Neuclon for finance · All apps and templates

Questions

Frequently asked

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.

Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.

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