Client-led Onboarding Workflow

Typically, prospects (and even clients if you want) are encouraged to enter their own data through the client-led onboarding workflow.  This walks them through a simple step–by-step process to gather all their financial data. 

For some prospects, this might be too much data, so encourage them to enter only high level data, don’t connect accounts, or even to skip sections they don’t know. You can still provide value with limited data.  

The below tutorial details the process to onboard a client using the client-led onboarding workflow: