Meet the onboarding AI
assistant for Advisors
Book a demo
Our platform
Software that helps you focus on growing your AUM faster
Your firm’s onboarding concierge that provides an elevated experience for the client, removing all the friction points with data gathering
Automated data gathering
How it works
Proactive client data gathering
Advisory firms use Oblate to simplify data gathering during discussions with a 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
Intelligent KYC/AML processing, real-time CIP verification, automated OFAC/PEP screening, complex account type handling
Account opening without NIGOs
Use Oblate’s fully digital workflow to open accounts at major custodians quickly and error free in minutes
Contact us
Turbo-charge your onboarding
Made for the modern advisory firm
Oblate is shaped by the practices and principles that distinguish world-class RIAs and financial planners from the rest; relentless focus on streamlining operations, gathering high quality client data at all points, and a commitment to optimizing the client experience
Grow your AUM faster
Effectively boost your pipeline
We have built a user experience that cuts down the data gathering time by 50-60% for both prospects and existing clients
Quality Data
Provide accurate financial plans
Oblate AI increases client data quality by 70% at the same time cutting down the data gathering time by 50-60% for both prospects and existing clients
Prospect qualifier
Qualify prospects interest
Oblate AI reaches out to clients before, and right after the discovery meeting with next steps. Provides the client with clear expectations on what sort of documents would be needed to move forward with the plan delivery
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 Automation
Focus on the conversation
Oblate joins and listens in on the client calls, collects all the details from the conversation and auto populates your planning tool freeing you up to engage better with your clients
CRM Update
Keep your CRM data up-to-date
Oblate automatically updates your CRM with client data after each onboarding meeting, saving you hours a week and ensuring your data is always up-to-date
Connect your tools
Integrate with your existing solutions
Financial planning
Oblate integrates with a wide array of financial planning tools, eMoney, RightCapital, Voyant, MoneyGuide, etc
CRM
We automatically reconcile client data with your CRM. Oblate integrates with most financial advisor CRMs on the market
Digital Account opening
Open accounts at major custodians in a fully digital workflow. eliminating unnecessary forms, faxes, and NIGOs
Schedule & Meetings
Sync your schedule with Oblate and we will handle the rest
Ready to upgrade your onboarding experience?
“Make good new things"
The onboarding AI
assistant for Advisors
Book a demo
Our platform
Software that helps you focus on growing your AUM faster
Your firm’s onboarding concierge that provides an elevated experience for the client, removing all the friction points with data gathering
Automated data gathering
How it works
Proactive client data gathering
Advisory firms use Oblate to simplify data gathering during discussions with a 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
Intelligent KYC/AML processing, real-time CIP verification, automated OFAC/PEP screening, complex account type handling
Account opening without NIGOs
Use Oblate’s fully digital workflow to open accounts at major custodians quickly and error free in minutes
Contact us
Turbo-charge your onboarding
Made for the modern advisory firm
Oblate is shaped by the practices and principles that distinguish world-class RIAs and financial planners from the rest; relentless focus on streamlining operations, gathering high quality client data at all points, and a commitment to optimizing the client experience
Grow your AUM faster
Effectively boost your pipeline
We have built a user experience that cuts down the data gathering time by 50-60% for both prospects and existing clients
Quality Data
Provide accurate financial plans
Oblate AI increases client data quality by 70% at the same time cutting down the data gathering time by 50-60% for both prospects and existing clients
Prospect qualifier
Qualify prospects interest
Oblate AI reaches out to clients before, and right after the discovery meeting with next steps. Provides the client with clear expectations on what sort of documents would be needed to move forward with the plan delivery
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 Automation
Focus on the conversation
Oblate joins and listens in on the client calls, collects all the details from the conversation and auto populates your planning tool freeing you up to engage better with your clients
CRM Update
Keep your CRM data up-to-date
Oblate automatically updates your CRM with client data after each onboarding meeting, saving you hours a week and ensuring your data is always up-to-date
Connect your tools
Integrate with your existing solutions
Financial planning
Oblate integrates with a wide array of financial planning tools, eMoney, RightCapital, Voyant, MoneyGuide, etc
CRM
We automatically reconcile client data with your CRM. Oblate integrates with most financial advisor CRMs on the market
Digital Account opening
Open accounts at major custodians in a fully digital workflow. eliminating unnecessary forms, faxes, and NIGOs
Schedule & Meetings
Sync your schedule with Oblate and we will handle the rest
Ready to upgrade your onboarding experience?
“Make good new things"
oblate
Contact us
The onboarding AI
assistant for Advisors
Book a demo
Our platform
Software that helps you focus on growing your AUM faster
Your firm’s onboarding concierge that provides an elevated experience for the client, removing all the friction points with data gathering
Automated data gathering
How it works
Proactive client
data gathering
Advisory firms use Oblate to simplify data gathering during discussions with a 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
Intelligent KYC/AML processing, real-time CIP verification, automated OFAC/PEP screening, complex account type handling
Account opening without NIGOs
Use Oblate’s fully digital workflow to open accounts at major custodians quickly and error free in minutes
Contact us
Turbo-charge your onboarding
Made for the modern advisory firm
Oblate is shaped by the practices and principles that distinguish world-class RIAs and financial planners from the rest; relentless focus on streamlining operations, gathering high quality client data at all points, and a commitment to optimizing the client experience
Grow your AUM faster
Effectively boost your pipeline
We have built a user experience that cuts down the data gathering time by 50-60% for both prospects and existing clients
Quality Data
Provide accurate financial plans
Oblate AI increases client data quality by 70% at the same time cutting down the data gathering time by 50-60% for both prospects and existing clients
Prospect Qualifier
Qualify prospects interest
Oblate AI reaches out to clients before, and right after the discovery meeting with next steps. Provides the client with clear expectations on what sort of documents would be needed to move forward with the plan delivery
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 Automation
Focus on the conversation
Oblate joins and listens in on the client calls, collects all the details from the conversation and auto populates your planning tool freeing you up to engage better with your clients
CRM Update
Keep your CRM data up-to-date
Oblate automatically updates your CRM with client data after each onboarding meeting, saving you hours a week and ensuring your data is always up-to-date
Connect your tools
Integrate with your existing solutions
Financial planning
Oblate integrates with a wide array of financial planning tools, eMoney, RightCapital, Voyant, MoneyGuide, etc
CRM
We automatically reconcile client data with your CRM. Oblate integrates with most financial advisor CRMs on the market
Digital Account opening
Open accounts at major custodians in a fully digital workflow. eliminating unnecessary forms, faxes, and NIGOs
Schedule & Meetings
Sync your schedule with Oblate and we will handle the rest
Ready to upgrade your onboarding experience?
“Make good new things"
oblate
Contact us
The onboarding AI
assistant for Advisors
Book a demo
Our platform
Software that helps you focus on growing your AUM faster
Your firm’s onboarding concierge that provides an elevated experience for the client, removing all the friction points with data gathering
Automated data gathering
How it works
Proactive client data gathering
Advisory firms use Oblate to simplify data gathering during discussions with a 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
Intelligent KYC/AML processing, real-time CIP verification, automated OFAC/PEP screening, complex account type handling
Account opening without NIGOs
Use Oblate’s fully digital workflow to open accounts at major custodians quickly and error free in minutes
Contact us
Turbo-charge your onboarding
Made for the modern advisory firm
Oblate is shaped by the practices and principles that distinguish world-class RIAs and financial planners from the rest; relentless focus on streamlining operations, gathering high quality client data at all points, and a commitment to optimizing the client experience
Grow your AUM faster
Effectively boost your pipeline
We have built a user experience that cuts down the data gathering time by 50-60% for both prospects and existing clients
Quality Data
Provide accurate financial plans
Oblate AI increases client data quality by 70% at the same time cutting down the data gathering time by 50-60% for both prospects and existing clients
Prospect Qualifier
Qualify prospects interest
Oblate AI reaches out to clients before, and right after the discovery meeting with next steps. Provides the client with clear expectations on what sort of documents would be needed to move forward with the plan delivery
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 Automation
Focus on the conversation
Oblate joins and listens in on the client calls, collects all the details from the conversation and auto populates your planning tool freeing you up to engage better with your clients
CRM Update
Keep your CRM data up-to-date
Oblate automatically updates your CRM with client data after each onboarding meeting, saving you hours a week and ensuring your data is always up-to-date
Connect your tools
Integrate with your existing solutions
Financial planning
Oblate integrates with a wide array of financial planning tools, eMoney, RightCapital, Voyant, MoneyGuide, etc
CRM
We automatically reconcile client data with your CRM. Oblate integrates with most financial advisor CRMs on the market
Digital Account opening
Open accounts at major custodians in a fully digital workflow. eliminating unnecessary forms, faxes, and NIGOs
Schedule & Meetings
Sync your schedule with Oblate and we will handle the rest
Ready to upgrade your onboarding experience?
“Make good new things"