Electronic Account Opening

Paperless, Seamless, Consistent Account Opening Process

Control the entire account opening process from within AdvisorOp without having to log in to multiple systems to transfer information between them.

Key Features
  • 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.