Control the entire account opening process from within AdvisorOp without having to log in to multiple systems to transfer information between them.
- Automatically populate account forms with your CRM data.
- Send documents for electronic signature.
- Automatically add tags to Docusign documents to collect additional data from the client during signing.
- Automatically sync signed documents with your documentc management system.
- Upload new account data and documents to the custodian with the press of a button.
- Track the entire process with AdvisorOp AppTracker.