About
OnBord provides a secure, white-label SaaS platform for wealth and financial advisors to simplify, accelerate, and automate new client onboarding. The software streamlines the process through automated SMS and email reminders, direct integrations for digital signing, and ensures client data is transmitted securely without touching OnBord's database. This service helps financial advisors save time and money by reducing back-and-forth communication and ensuring compliance.
Technology stack
detected 2026-06-15Est. monthly stack spend~$190/mo
Email
Google Workspace
Hosting
self_managed
Stack
jQuery
WordPress
Analytics
Google Analytics 4
Google Tag Manager
SEO
Yoast SEO
Booking
Calendly
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Frequently asked
What does OnBord do?
OnBord provides a secure, white-label SaaS platform for wealth and financial advisors to simplify, accelerate, and automate new client onboarding. The software streamlines the process through automated SMS and email reminders, direct integrations for digital signing, and ensures client data is transmitted securely without touching OnBord's database. This service helps financial advisors save time and money by reducing back-and-forth communication and ensuring compliance.
When was OnBord founded?
OnBord was founded in 2020.
What industry does OnBord operate in?
OnBord operates in Client Onboarding / Account Opening.
How many employees does OnBord have?
OnBord has approximately 5 people on record.