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
Automated data gathering
How it works
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
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
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
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
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"
Client onboarding for wealth advisors
Oblate is your firm’s data gathering concierge that eliminates manual data entry, and maintains SEC & FinCEN CDD compliance
Book a demo
✦
Dashboard
✱
Clients
⚑
Integrations
✪
Open Account
☂
Screening
❏
Forms & Surveys
⛮
Settings
Your profile
Dashboard
Nudges
1 day ago
⟲
Alan Singh
Referral opportunity based on recent client rating
Resolve
2 day ago
⟲
Rubio Larry
Address update required to be compliant
Resolve
6 day ago
Mary Lambert
Expired ID
Resolve
6 day ago
Betty Lim
Upcoming birthday
Resolve
Pipeline
⃛
Jan, 2026
Discovery
3.5M
Planning
12.9M
Onboard
8.5M
Monthly outlook of of business in pipeline revenue
Checkpoints
Jan, 2026
6
13
Re-engage
Survey
AUM onboarded
⃛
$132,460,987
Not calculated for prospects
$12,210,000
$9,341,000
$49,432,000
$39,098,000
$79,123,000
Aug
Sep
Oct
Nov
Dec
Total AUM onboarded
$5,047,459,052
Not calculated for prospects
2017
2018
2019
2020
2021
2022
2023
2024
2025
Today
Top Household Wallet Share
Benjamin Kurst
$38,098,002
Felix Lambart
$22,673,780
Melinda Brant
$12,456,000
Barry White
$2,444,090
Mike Cheng
$1,500,000
AUM by Age
$890.6M
Age
0-17
18-25
26-40
41-50
51-70
71+
Amount
$25.8M
$88.8M
$198.3M
$400.8M
$172.8M
$47.9M
Top Countries
United States
74
Canada
31
United Kingdom
17
Australia
12
France
9
Top Cities
New York
24
Utah
18
San Francisco
17
Toronto
25
Ithaca
9
Recent activity
Fri, Jan 23, 2026
📅
John McLane’s Net-worth details updated
46 minutes ago, by Stephen Peterson
Matt Hunter submitted 2025 tax documents
2 hours ago, by client
Onboarding documents signed by Susan Lee
3 hours ago, by client
Susan Lee’s status changed to plan
4 hours ago, by Stephen Peterson
Client 2025 expense request sent to Gavin Fox
6 hours ago, by Oblate AI
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
Automated data gathering
How it works
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
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
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
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
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"
Client onboarding for wealth advisors
Oblate is your firm’s data gathering concierge that eliminates manual data entry, and maintains SEC & FinCEN CDD compliance
Book a demo
✦
Dashboard
✱
Clients
⚑
Integrations
✪
Open Account
☂
Screening
❏
Forms & Surveys
⛮
Settings
Your profile
Dashboard
Total clients
438
View all clients
Prospects
Accounts
138
Avg. Data Quality
89%
Clients
Accounts
300
Avg. Data Quality
49%
Nudges
1 day ago
Alan Singh
Referral opportunity based on recent client rating
Resolve
2 day ago
Rubio Larry
Address update required to be compliant
Resolve
6 day ago
Mary Lambert
Expired ID
Resolve
6 day ago
Betty Lim
Upcoming birthday
Resolve
Pipeline
⃛
Jan, 2026
Discovery
3.5M
Planning
12.9M
Onboard
8.5M
Monthly outlook of of business in pipeline revenue
Checkpoints
Jan, 2026
6
13
Re-engage
Survey
AUM onboarded
⃛
$132,460,987
Not calculated for prospects
$12,210,000
$9,341,000
$49,432,000
$39,098,000
$79,123,000
Aug
Sep
Oct
Nov
Dec
Total AUM onboarded
$5,047,459,052
Not calculated for prospects
2017
2018
2019
2020
2021
2022
2023
2024
2025
Today
Top Household Wallet Share
Benjamin Kurst
$38,098,002
Felix Lambart
$22,673,780
Melinda Brant
$12,456,000
Barry White
$2,444,090
Mike Cheng
$1,500,000
AUM by Age
$890.6M
Age
0-17
18-25
26-40
41-50
51-70
71+
Amount
$25.8M
$88.8M
$198.3M
$400.8M
$172.8M
$47.9M
Top Countries
United States
74
Canada
31
United Kingdom
17
Australia
12
France
9
Top Cities
New York
24
Utah
18
San Francisco
17
Toronto
25
Ithaca
9
Recent activity
Fri, Jan 23, 2026
📅
John McLane’s Net-worth details updated
46 minutes ago, by Stephen Peterson
Matt Hunter submitted 2025 tax documents
2 hours ago, by client
Onboarding documents signed by Susan Lee
3 hours ago, by client
Susan Lee’s status changed to plan
4 hours ago, by Stephen Peterson
Client 2025 expense request sent to Gavin Fox
6 hours ago, by Oblate AI
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
Automated data gathering
How it works
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
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
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
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
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"
Client onboarding for wealth advisors
Oblate is your firm’s data gathering concierge that eliminates manual data entry, and maintains SEC & FinCEN CDD compliance
Book a demo
✦
Dashboard
✱
Clients
⚑
Integrations
✪
Open Account
☂
Screening
❏️
Forms & Surveys
⛮
Settings
Your profile
Dashboard
Total clients
438
View all clients
Prospects
Accounts
138
Avg. Data Quality
89%
Clients
Accounts
300
Avg. Data Quality
49%
Nudges
1 day ago
Alan Singh
Referral opportunity based on recent client rating
Resolve
2 day ago
Rubio Larry
Address update required to be compliant
Resolve
6 day ago
Mary Lambert
Expired ID
Resolve
6 day ago
Betty Lim
Upcoming birthday
Resolve
Pipeline
⃛
Jan, 2026
Discovery
3.5M
Planning
12.9M
Onboard
8.5M
Monthly outlook of of business in pipeline revenue
Checkpoints
Jan, 2026
6
13
Re-engage
Survey
AUM onboarded
⃛
$132,460,987
Not calculated for prospects
$12,210,000
$9,341,000
$49,432,000
$39,098,000
$79,123,000
Aug
Sep
Oct
Nov
Dec
Total AUM onboarded
$5,047,459,052
Not calculated for prospects
2017
2018
2019
2020
2021
2022
2023
2024
2025
Today
Top Household Wallet Share
Benjamin Kurst
$38,098,002
Felix Lambart
$22,673,780
Melinda Brant
$12,456,000
Barry White
$2,444,090
Mike Cheng
$1,500,000
AUM by Age
$890.6M
Age
0-17
18-25
26-40
41-50
51-70
71+
Amount
$25.8M
$88.8M
$198.3M
$400.8M
$172.8M
$47.9M
Top Countries
United States
74
Canada
31
United Kingdom
17
Australia
12
France
9
Top Cities
New York
24
Utah
18
San Francisco
17
Toronto
25
Ithaca
9
Recent activity
Fri, Jan 23, 2026
📅
John McLane’s Net-worth details updated
46 minutes ago, by Stephen Peterson
Matt Hunter submitted 2025 tax documents
2 hours ago, by client
Onboarding documents signed by Susan Lee
3 hours ago, by client
Susan Lee’s status changed to plan
4 hours ago, by Stephen Peterson
Client 2025 expense request sent to Gavin Fox
6 hours ago, by Oblate AI
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
Automated data gathering
How it works
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
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
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
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
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"
Client onboarding for wealth advisors
Oblate is your firm’s data gathering concierge that eliminates manual data entry, and maintains SEC & FinCEN CDD compliance
Book a demo
✦
Dashboard
︎✱
Clients
⚑
Integrations
✪
Open Account
☂︎
Screening
❏
Forms & Surveys
⛮
Settings
Your profile
Dashboard
Total clients
438
View all clients
Prospects
Accounts
138
Avg. Data Quality
89%
Clients
Accounts
300
Avg. Data Quality
49%
Nudges
1 day ago
Alan Singh
Referral opportunity based on recent client rating
Resolve
2 day ago
Rubio Larry
Address update required to be compliant
Resolve
6 day ago
Mary Lambert
Expired ID
Resolve
6 day ago
Betty Lim
Upcoming birthday
Resolve
Pipeline
⃛
Jan, 2026
Discovery
3.5M
Planning
12.9M
Onboard
8.5M
Monthly outlook of of business in pipeline revenue
Checkpoints
Jan, 2026
6
13
Re-engage
Survey
AUM onboarded
⃛
$132,460,987
Not calculated for prospects
$12,210,000
$9,341,000
$49,432,000
$39,098,000
$79,123,000
Aug
Sep
Oct
Nov
Dec
Total AUM onboarded
$5,047,459,052
Not calculated for prospects
2017
2018
2019
2020
2021
2022
2023
2024
2025
Today
Top Household Wallet Share
Benjamin Kurst
$38,098,002
Felix Lambart
$22,673,780
Melinda Brant
$12,456,000
Barry White
$2,444,090
Mike Cheng
$1,500,000
AUM by Age
$890.6M
Age
0-17
18-25
26-40
41-50
51-70
71+
Amount
$25.8M
$88.8M
$198.3M
$400.8M
$172.8M
$47.9M
Top Countries
United States
74
Canada
31
United Kingdom
17
Australia
12
France
9
Top Cities
New York
24
Utah
18
San Francisco
17
Toronto
25
Ithaca
9
Recent activity
Fri, Jan 23, 2026
📅
John McLane’s Net-worth details updated
46 minutes ago, by Stephen Peterson
Matt Hunter submitted 2025 tax documents
2 hours ago, by client
Onboarding documents signed by Susan Lee
3 hours ago, by client
Susan Lee’s status changed to plan
4 hours ago, by Stephen Peterson
Client 2025 expense request sent to Gavin Fox
6 hours ago, by Oblate AI
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
Automated data gathering
How it works
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
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
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
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
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"