Digital Clipboard is a SaaS company providing client onboarding solutions for wealth managers and financial advisers.
An online fact find that makes it safe and easy to connect with clients remotely. Your clients answer questions at a time and place that suits them and the data syncs straight to your CRM.
A stylus-first tablet app designed for wealth managers and financial advisers that captures client data securely and saves directly into their CRM / backend. Available on the Professional plan and above.