Effortless Client Onboarding, Powered by AI — Onboard High-Net-Worth Clients in Minutes, Not Days

With Uptiq, wealth firms gain a plug-and-play AI solution that digitizes intake, documents, and compliance — so advisors spend less time on paperwork and more time building relationships

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Your Client Experience Starts Here — Make It Unforgettable

Manual KYC, paperwork back-and-forth, and fragmented systems drag down client experience and advisor productivity.

With Uptiq’s Client Onboarding agent, you get:

Fully digital onboarding workflows — no printing, scanning, or chasing forms

Faster account setup and compliance checks

Seamless integration with your CRM, custodians, and back-office systems

Consistent, audit-ready documentation and fewer errors

Result :

Deliver a smooth, high-touch welcome experience that impresses clients from day one — without overwhelming your team.

An AI Agent That Handles Every Step of Onboarding — End to End

The built-in AI agent designed to handle all onboarding — KYC, risk profiling, document capture, account setup across custodians — end-to-end.

Oboarding workflows become transparent, trackable, and fast. Advisors can finally focus on relationship building — not paperwork.

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A Single Onboarding Process That Powers Every Future Client Touchpoint

While onboarding is your first—and perhaps most critical—step, Uptiq’s platform is built for a complete wealth-firm lifecycle. Once clients are onboarded

Seamlessly extend into credit solutions, lending, and financing via the broader “Advisor Lending” engine.

Use pre-built financial intelligence, compliance guardrails, and system integrations to avoid rework or data silos.

This means you onboard clients once — and unlock a full-stack set of capabilities without rebuilding workflows.

Live in Days — Not a 12-Month Technology Project

Step 01

Connect

Plug into your existing custodians, CRM, or portfolio platform (Orion, Envestnet, Redtail, etc.)

Step 02

Activate Client Onboarding Superagent

Out-of-the-box, pre-configured for wealth onboarding workflows

Step 03

Transform Client Experience

Onboard faster, reduce form fatigue, stay compliant, and free up advisor time from day one.

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Turn Onboarding from a Cost Center Into a Growth Engine

Up to 50% faster onboarding completion

Clients onboarded more quickly and smoothly.

Advisor time saved (≈ 8 hours/week)

Less admin, more client-facing time.

Near-zero compliance gaps

Built-in documentation tracking, audit trails, and regulatory alignment.

Improved advisor productivity and client experience

Smooth first impression, fewer errors, faster activation.

Built for Firms That Refuse to Compromise on Client Experience

Fully digital onboarding workflows — no printing, scanning, or chasing forms

Wealth firms struggling with manual onboarding, paperwork overload, and compliance burden

Advisors who want to deliver frictionless onboarding without increasing headcount

Designed for the Compliance-Heavy Reality of Modern Wealth Firms

Enterprise-grade security: encryption, access controls, audit logs — purpose-built for regulated wealth firms

Seamless integration with custodians, CRM/portfolio platforms, and existing systems — no need for a tech overhaul.

Built-in compliance workflows: KYC, suitability checks, document tracking, audit readiness

Document AI

Automate extraction from borrower financials, KYC forms, and compliance docs.

Spreading & Credit Analysis

Policy & Workflow Control

Unified UI Components

Insights & Knowledge

Fix Client Onboarding Once — and Scale With Confidence

Transform your client onboarding from paperwork chaos to a smooth, digital-first experience. Get Started with Client Onboarding

Book a Demo

Effortless Client Onboarding, Powered by AI — Onboard High-Net-Worth Clients in Minutes, Not Days

Your Client Experience Starts Here — Make It Unforgettable

Fully digital onboarding workflows — no printing, scanning, or chasing forms

Faster account setup and compliance checks

Seamless integration with your CRM, custodians, and back-office systems

Consistent, audit-ready documentation and fewer errors

An AI Agent That Handles Every Step of Onboarding — End to End

Automated Document Capture & Management

CRM & Back-Office Integration

Advisor Dashboard & Task Manager

A Single Onboarding Process That Powers Every Future Client Touchpoint