Client onboarding
for wealth advisors
Book a demo
Intelligent automation
Elevate the client experience, close deals faster
We handle your on-boarding experience end-end, ensure client data is always error free, and keep your CRM in sync
Never chase clients again
Automate reminders, task assignments, and follow-ups
Recent
Net-worth
Expenses
Assigned
Status
Active
Active
Onboard clients faster, automate follow-ups, and scale your client operations without adding headcount or admin overhead
Automated data gathering
Enhanced workflows
Proactive client data
gathering
Advisory firms use Oblate to simplify data gathering during discussions with prospects, and to monitor any gaps in existing client data
Effectively manage
compliance
Intelligent KYC/AML processing, real-time CIP verification, and automated OFAC/PEP screening
Sync data across
your tools
Oblates automatically reconciles client data across all the back office tools your team uses, bi-directionally
Account opening
without NIGOs
Use Oblate’s fully digital workflow to open accounts at major custodians quickly and error free, in minutes
Contact us
Connect your tools
Integrate your tools
Turbo-charge your onboarding
Made for the modern advisory firm
Oblate is shaped by the practices and principles that distinguish world-class RIAs and wealth managers from the rest
End-end Automation
AI meeting assistant
Oblate generates pre-meeting prep from email and CRM data, joins and listens in on the client calls (on Zoom, Teams, Google Meet), collects all the details from the conversation
Instant contextual follow-up email drafts, CRM and other tools data sync all in one click
Automated End-end
Rethink your annual data call
Oblate AI follows up with clients to collect pay stubs, expenses, tax returns, RSUs, ISOs, etc. every year for your tax projections and review of returns so your team can focus on other high value tasks
Data analytics
Analytics at your finger
With Oblate’s dashboard, you get a front row seat to all your prospect and existing client data statuses
Gauge Client Satisfaction
Client engagement surveys
Oblate connects to your client call data, parses important information and auto populates your planning tool freeing you up to engage better with your clients
End-end encryption
Built for privacy & security
All client data stays safe and fully encrypted. Your client’s sensitive information never touches our database, all Information is transmitted directly into your CRM. Oblate’s security controls adheres to compliance standards like GLBA, PIPEDA set by the SEC, FinCEN and state securities authorities
Ready to upgrade your onboarding experience?
“Make good new things"
Client onboarding for wealth advisors
Your firm’s data gathering concierge that eliminates manual data entry
Book a demo
Data health
Updated: 4 hours ago
82%
Updated: 4 hours ago
Taxable gains
$32,333
$1,210
$29,123
Short term
Long term
Income projection
$1,373,150
2.7% per year
Today
in 19 years
Goals
🎯
12
earliest goal in 2.7 years
Planned Retirement Age
🗓️
75
in 19.6 years
Risk Tolerance
⛔️
67
Sandra prefers moderate risk
Intelligent automation
Elevate the client experience, close deals faster
We handle your on-boarding experience end-end, ensure client data is always error free, and keep your CRM in sync
Never chase clients again
Automate reminders, task assignments, and follow-ups
Recent items received
Net-worth
Personal & Family details
Employment & Income
Retirement Plans
Expenses & Taxes
Onboarding Form
Type
Client
Prospect
Client
Client
Client
Prospect
Assigned
BL
Status
Completed
Active
Active
Completed
Active
Active
Onboard clients faster, automate follow-ups, and scale your client operations without adding headcount or admin overhead
Automated data gathering
Enhanced workflows
Proactive client data gathering
Advisory firms use Oblate to simplify data gathering during discussions with prospects, and to monitor any gaps in existing client data
Effectively manage compliance
Intelligent KYC/AML processing, real-time CIP verification, and automated OFAC/PEP screening
Sync data across your tools
Oblates automatically reconciles client data across all the back office tools your team uses, bi-directionally
Account opening without NIGOs
Use Oblate’s fully digital workflow to open accounts at major custodians quickly and error free, in minutes
Contact us
Connect your tools
Integrate your tools
Turbo-charge your onboarding
Made for the modern advisory firm
Oblate is shaped by the practices and principles that distinguish world-class RIAs and wealth managers from the rest
End-end Automation
AI meeting assistant
Oblate generates pre-meeting prep from email and CRM data, joins and listens in on the client calls (on Zoom, Teams, Google Meet), collects all the details from the conversation
Instant contextual follow-up email drafts, CRM and other tools data sync all in one click
Automated End-end
Rethink your annual data call
Oblate AI follows up with clients to collect pay stubs, expenses, tax returns, RSUs, ISOs, etc. every year for your tax projections and review of returns so your team can focus on other high value tasks
Data analytics
Analytics at your finger
With Oblate’s dashboard, you get a front row seat to all your prospect and existing client data statuses
Gauge Client Satisfaction
Client engagement surveys
Oblate offers an efficient asynchronous client engagement survey experience. We have built a multi-modal experience that delivers detailed feedback than traditional survey forms
End-end encryption
Built for privacy & security
All client data stays safe and fully encrypted. Your client’s sensitive information never touches our database, all Information is transmitted directly into your CRM. Oblate’s security controls adheres to compliance standards like GLBA, PIPEDA set by the SEC, FinCEN and state securities authorities
Ready to upgrade your onboarding experience?
“Make good new things"
Client onboarding for wealth advisors
Your firm’s data gathering concierge that eliminates manual data entry
Book a demo
Data health
Updated: 4 hours ago
82%
Updated: 4 hours ago
Taxable gains
$32,333
$1,210
$29,123
Short term
Long term
Income projection
$1,373,150
2.7% per year
Today
in 19 years
Goals
🎯
12
earliest goal in 2.7 years
Planned Retirement Age
🗓️
75
in 19.6 years
Risk Tolerance
⛔️
67
Sandra prefers moderate risk
Intelligent automation
Elevate the client experience, close deals faster
We handle your on-boarding experience end-end, ensure client data is always error free, and keep your CRM in sync
Never chase clients again
Automate reminders, task assignments, and follow-ups
Recent items received
Net-worth
Personal & Family details
Employment & Income
Retirement Plans
Expenses & Taxes
Onboarding Form
Type
Client
Prospect
Client
Client
Client
Prospect
Assigned
BL
Last Update
4 hours ago
Aug 7, 2025, 3:36 PM
Aug 18, 2025, 4:32 PM
Jul 1, 2025, 4:39 PM
May 22, 2025, 3:36 AM
May 22, 2025, 3:36 PM
Data Quality
100%
18%
88%
100%
94%
22%
Status
Completed
Active
Active
Completed
Active
Active
Automated task reminders and client notifications ensure nothing stalls, so you can stop chasing and start delivering
Discovery
5/5
tasks completed
Plan
2/3
tasks completed
Onboard
Survey
Automated data gathering
Enhanced workflows
Proactive client
data gathering
Advisory firms use Oblate to simplify data gathering during discussions with prospects, and to monitor any gaps in existing client data
Effectively manage compliance
Intelligent KYC/AML processing, real-time CIP verification, and automated OFAC/PEP screening
Sync data across
your tools
Oblates automatically reconciles client data across all the back office tools your team uses, bi-directionally
Account opening
without NIGOs
Use Oblate’s fully digital workflow to open accounts at major custodians quickly and error free, in minutes
Contact us
Connect your tools
Integrate your tools
Turbo-charge your onboarding
Made for the modern advisory firm
Oblate is shaped by the practices and principles that distinguish world-class RIAs and wealth managers from the rest
End-end Automation
AI meeting assistant
Oblate generates pre-meeting prep from email and CRM data, joins and listens in on the client calls (on Zoom, Teams, Google Meet), collects all the details from the conversation. Instant contextual follow-up email drafts, CRM and other tools data sync all in one click
Automated End-end
Rethink your annual data call
Oblate AI follows up with clients to collect pay stubs, expenses, tax returns, RSUs, ISOs, etc. every year for your tax projections and review of returns so your team can focus on other high value tasks
Data Analytics
Analytics at your finger
With Oblate’s dashboard, you get a front row seat to all your prospect and existing client data statuses
Gauge Client Satisfaction
Client engagement
Oblate offers an efficient asynchronous client engagement survey experience. We have built a multi-modal experience that delivers detailed feedback than traditional survey forms
End-end encryption
Built for privacy & security
All client data stays safe and fully encrypted. Your client’s sensitive information never touches our database, all Information is transmitted directly into your CRM. Oblate’s security controls adheres to compliance standards like GLBA, PIPEDA set by the SEC, FinCEN and state securities authorities
Ready to upgrade your onboarding experience?
“Make good new things"
Client onboarding for wealth advisors
Your firm’s data gathering concierge that eliminates manual data entry
Book a demo
Data health
Updated: 4 hours ago
82%
Updated: 4 hours ago
Taxable gains
$32,333
$1,210
$29,123
Short term
Long term
Income projection
$1,373,150
2.7% per year
Today
in 19 years
Risk Tolerance
⛔️
67
Sandra prefers moderate risk
Planned Retirement Age
🗓️
75
in 19.6 years
Goals
🎯
12
earliest goal in 2.7 years
Intelligent automation
Elevate the client experience, close deals faster
We handle your on-boarding experience end-end, ensure client data is always error free, and keep your CRM in sync
Never chase clients again
Automate reminders, task assignments, and follow-ups
Recent items received
Updated Net-worth
Personal & Family details
Recent Employment & Income
Expenses & Taxes
Onboarding Form
Type
Client
Prospect
Client
Client
Prospect
Assigned
BL
Last Update
4 hours ago
Aug 7, 2025, 3:36 PM
Aug 18, 2025, 4:32 PM
May 22, 2025, 3:36 AM
May 22, 2025, 3:36 PM
Data Quality
100%
18%
88%
94%
22%
Status
Completed
Active
Active
Active
Active
Onboard clients faster, automate follow-ups, and scale your client operations without adding headcount or admin overhead
Discovery
5/5
tasks completed
Plan
2/3
tasks completed
Onboard
Survey
Automated data gathering
Enhanced workflows
Proactive client data
gathering
Advisory firms use Oblate to simplify data gathering during discussions with prospects, and to monitor any gaps in existing client data
Effectively manage compliance
Intelligent KYC/AML processing, real-time CIP verification, and automated OFAC/PEP screening
Sync data across
your tools
Oblates automatically reconciles client data across all the back office tools your team uses, bi-directionally
Account opening
without NIGOs
Use Oblate’s fully digital workflow to open accounts at major custodians quickly and error free, in minutes
Contact us
Connect your tools
Integrate your tools
Turbo-charge your onboarding
Made for the modern advisory firm
Oblate is shaped by the practices and principles that distinguish world-class RIAs and wealth managers from the rest
End-end Automation
AI meeting assistant
Oblate generates pre-meeting prep from email and CRM data, joins and listens in on the client calls (on Zoom, Teams, Google Meet), collects all the details from the conversation. Instant contextual follow-up email drafts, CRM and other tools data sync all in one click
Automated End-end
Rethink your annual data call
Oblate AI follows up with clients to collect pay stubs, expenses, tax returns, RSUs, ISOs, etc. every year for your tax projections and review of returns so your team can focus on other high value tasks
Data Analytics
Analytics at your finger
With Oblate’s dashboard, you get a front row seat to all your prospect and existing client data statuses
Gauge Client Satisfaction
Client engagement
Oblate offers an efficient asynchronous client engagement survey experience. We have built a multi-modal experience that delivers detailed feedback than traditional survey forms
End-end encryption
Built for privacy & security
All client data stays safe and fully encrypted. Your client’s sensitive information never touches our database, all Information is transmitted directly into your CRM. Oblate’s security controls adheres to compliance standards like GLBA, PIPEDA set by the SEC, FinCEN and state securities authorities
Ready to upgrade your onboarding experience?
“Make good new things"
Client onboarding for wealth advisors
Your firm’s data gathering concierge that eliminates manual data entry
Book a demo
Data health
82%
Updated: 4 hours ago
Taxable gains
$32,333
$1,210
$29,123
Short term
Long term
Income projection
$1,373,150
2.7% per year
Today
in 19 years
Risk Tolerance
⛔️
67
Sandra prefers moderate risk
Planned Retirement Age
🗓️
75
in 19.6 years
Goals
🎯
12
earliest goal in 2.7 years
Intelligent automation
Elevate the client experience, close deals faster
We handle your on-boarding experience end-end, ensure client data is always error free, and keep your CRM in sync
Never chase clients again
Automate reminders, task assignments, and follow-ups
Recent items received
Updated Net-worth
Personal & Family details
Recent Employment & Income
Expenses & Taxes
Onboarding Form
Type
Client
Prospect
Client
Client
Prospect
Assigned
BL
Last Update
4 hours ago
Aug 7, 2025, 3:36 PM
Aug 18, 2025, 4:32 PM
May 22, 2025, 3:36 AM
May 22, 2025, 3:36 PM
Data Quality
100%
18%
88%
94%
22%
Status
Completed
Active
Active
Active
Active
Onboard clients faster, automate follow-ups, and scale your client operations without adding headcount or admin overhead
Discovery
5/5
tasks completed
Plan
2/3
tasks completed
Onboard
Survey
Automated data gathering
Enhanced workflows
Proactive client data
gathering
Advisory firms use Oblate to simplify data gathering during discussions with prospects, and to monitor any gaps in existing client data
Effectively manage compliance
Intelligent KYC/AML processing, real-time CIP verification, and automated OFAC/PEP screening
Sync data across
your tools
Oblates automatically reconciles client data across all the back office tools your team uses, bi-directionally
Account opening
without NIGOs
Use Oblate’s fully digital workflow to open accounts at major custodians quickly and error free, in minutes
Contact us
Connect your tools
Integrate your tools
Turbo-charge your onboarding
Made for the modern advisory firm
Oblate is shaped by the practices and principles that distinguish world-class RIAs and wealth managers from the rest
End-end Automation
AI meeting assistant
Oblate generates pre-meeting prep from email and CRM data, joins and listens in on the client calls (on Zoom, Teams, Google Meet), collects all the details from the conversation. Instant contextual follow-up email drafts, CRM and other tools data sync all in one click
Automated End-end
Rethink your annual data call
Oblate AI follows up with clients to collect pay stubs, expenses, tax returns, RSUs, ISOs, etc. every year for your tax projections and review of returns so your team can focus on other high value tasks
Gauge Client Satisfaction
Client engagement
Oblate offers an efficient asynchronous client engagement survey experience. We have built a multi-modal experience that delivers detailed feedback than traditional survey forms
Data Analytics
Analytics at your finger
With Oblate’s dashboard, you get a front row seat to all your prospect and existing client data statuses
End-end encryption
Built for privacy & security
All client data stays safe and fully encrypted. Your client’s sensitive information never touches our database, all Information is transmitted directly into your CRM. Oblate’s security controls adheres to compliance standards like GLBA, PIPEDA set by the SEC, FinCEN and state securities authorities
Ready to upgrade your onboarding experience?
“Make good new things"