We've developed this Pathway to help you structure your client onboarding process. It is handy for new wealth and asset management clients but can also be adjusted for any client where an initial assessment of suitability is required.
Any of the Stages and Tasks can be amended to suit your requirements. Task Forms can be amended and you can upload your own client documents to adjust the Tasks to suit your process.
Once you have customised the process to suit your intake and review process, you can set it as a custom Pathway for everyone to use, ensuring the same robust process is used for all new clients.
