Enabling the OnBord Integration

Overview

OnBord simplifies client onboarding for financial advisors, RIAs and broker-dealers. With direct integration and enhanced security, OnBord automatically delivers regulatory documents to maintain compliance, making new client onboarding easier and faster. Harnessing the power and utility of SMS, OnBord empowers clients to enter much of their own financial data, creating a seamless experience for both advisors and clients.

OnBord's integration with Practifi creates a seamless connection between your client onboarding process and CRM system. When advisors sign into Practifi through OnBord using their existing credentials, all client data collected during onboarding automatically flows into Practifi without manual entry. This two-way connection eliminates duplicate work, reduces errors and cuts administrative time significantly.

Beyond basic client information, this integration enables advisors to set up accounts and capture detailed account-specific information in OnBord that automatically populates both custodial and internal forms. This creates a single source of truth for client data while reducing paperwork bottlenecks that slow down your business growth.

Please note: Practifi does not manage this integration. If you have configuration issues, please reach out to OnBord Support. 

• Enablement Steps
• Resources

Enablement Steps

To enable the OnBord integration with Practifi:

1. Sign into your OnBord account.
2. Navigate to the Integrations tab in your dashboard.
3. Select Practifi from the integration marketplace.
4. Enter your Practifi credentials when prompted.
5. Complete a one-time authorization process.

Once connected, the integration works automatically with no additional configuration needed. All client data collected through OnBord flows directly to Practifi, and you'll have immediate access to populate forms with information gathered during the onboarding process.

The OnBord support team is available to assist with any questions during setup, ensuring you can take full advantage of this powerful integration from day one.

Resources

If you're interested in learning more about OnBord, you can schedule a demo.

For help with enablement, contact [e-mail].