Pinnacle Wealth Partners
Automated onboarding and a custom portal gave advisors their time back and doubled new-client capacity.
The challenge
Every new client kicked off days of manual document collection, data entry, and compliance paperwork — capping how many relationships each advisor could take on.
What we did
- Automated document collection, data entry, and compliance intake
- Built a custom client portal for onboarding and reporting
- Integrated with their CRM and custodial systems
- Added automated status updates for clients and staff
“Onboarding went from a week of paperwork to a few minutes. Our advisors finally spend their time advising, not chasing documents.”
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