Transformative onboarding technology dramatically improves the user experience for investors and advisors
WBI, a leader in WealthTech, announced the launch of their latest product, WarpSpeed Digital Onboarding. The revolutionary platform promises to transform the way financial advisors onboard clients, making the process faster, more efficient, and more secure.
“We are excited to bring this innovative product to the Wealth Management industry”
Designed with input from leading experts in the Wealth Management industry, WarpSpeed Digital Onboarding is the result of years of research and development. Its cutting-edge features include multi-custody support, RedTail and DocuSign integration. In addition, WarpSpeed features a deep integration with Pershing, which means faster processing times and reduced manual errors.
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WarpSpeed supports nearly every account type at Pershing, and all the fields needed to open an account are now required fields. This means you can kiss not-in-good-order paperwork goodbye. The product also leverages Pershing’s APIs for account opening and funding, speeding processing times and reducing the burden on your team.
“We are excited to bring this innovative product to the Wealth Management industry,” said Matt Schreiber, Co-CEO of WBI. “With WarpSpeed, financial advisors can streamline the client onboarding process and reduce errors, while providing a superior client experience. We believe that our cutting-edge features, such as the deep integration with Pershing, will make a real difference in the industry.”
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WarpSpeed Digital Onboarding is now available on WBI’s platform, or it can be licensed as a standalone module configured for enterprises to handle the total paperwork stack. This flexible approach allows broker-dealers, RIAs, and financial advisors to choose the option that best fits their needs and seamlessly integrate the product into their existing workflows.
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