Digital Clipboard

Solutions

Use cases

Book a Demo

Onboarding
& Client Servicing

Unlock productivity and profits with AI- powered client onboarding and servicing workflows.

Get in touch

Book a demo

Digital client onboarding for 1,000+
forward thinking advisers

Workflow automation made easy

Combining Fact Finding, Compliance and Annual Reviews into a delightful experience, Digital Clipboard eliminates admin so that you can focus on delivering great client outcomes.

In person or online, Digital Clipboard makes it easy to onboard and service clients.

Learn more

Efficiency Powered Returns

Digital Clipboard streamlines client interactions driving efficiency, profitability, and regulatory compliance.

80%

reduction in client servicing costs

90%

reduction in onboarding costs

Onboarding Made Easy

Modular, flexible workflows for a better adviser and client experience.

Pre-Meeting information gathering and client research.

Digital Clipboard's Smart Annual Review feature has been a game-changer for our firm.

We've seen a remarkable improvement in efficiency, and our clients appreciate the streamlined digital interactions. Regulatory compliance is no longer a concern, thanks to the automated audit trail. Truly, an indispensable tool in our operations.

Ewan Dowes

Dowes Wealth Management

Ready to get started?

It Starts with a Demo

Book a 30 minute demo to see how Digital Clipboard can help you save time and money.

Book a Demo

Let's Talk About You

Get in touch to discuss your needs and how we can help.

Get in touch