A stylus-first tablet app designed for wealth managers and financial advisers that captures client data securely and saves directly to the CRM.
Why use Clipboard?
Designed for client meetings, Clipboard improves the experience for both adviser and client.
Customisable and secure, this modern platform makes it easy to onboard clients and automate manual admin tasks.
Who is Clipboard for?
The app has been designed for advisers to use during client meetings.
How does Clipboard work?
Add new clients or search for existing records straight from the app and fill in or update a factfind wherever you are. Work offline if needed and sync data to your CRM as soon as you're back online.
Will Clipboard work well for online meetings?
As we find ourselves working from home more often these days, the increase in video calls makes Clipboard the perfect solution for engaging with clients. Share your tablet screen and capture the information you need in an open, user-friendly manner.
Clipboard features
Client experience - Digital handwriting for natural data capture
Clipboard uses handwriting recognition to help you maintain client contact whilst capturing the details that matter. The ease and familiarity of paper notes.. only better.
Document Management - Digitally send, sign and store every document
Clipboard allows you to automatically create, send, sign and store documents. Eliminate admin with auto generated Letters of Authority, Client Agreements and more.
CRM Integration - Client meetings with no admin
Clipboard integrates with leading CRMs to streamline operations and reduce admin costs. Onboard new clients and update records in review meetings right from your app.
How can I find out more about Clipboard?
Refer to our FAQs and user guide, or search our Help Centre for your specific questions.