Transformative onboarding technology dramatically improves the user experience for investors and advisors.
WBI, a leader in WealthTech, announced today 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.
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.
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."
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.
WBI is a leading provider of innovative technology solutions for the Wealth Management industry. Founded in 1984, the company is dedicated to helping financial advisors succeed by providing cutting-edge technology that enhances their operations and improves the client experience. For more information, visit WBI's website at wbiinvestments.com.
WBI is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. WBI only transacts business in states in which it is properly registered or is excluded or exempted from registration. Additional information about WBI’s advisory operations, services, and fees are in the Form ADV, which is available upon request or on the SEC’s website at www.adviserinfo.sec.gov.
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Dina Schindler, Director of Client Success, WBI