Goal
Seamless client onboarding
Create a guided flow that helps a portfolio management firm bring new clients on without relying on email threads and repeated data entry.
Demos
Portfolio management client onboarding demo
This interactive demo shows how a portfolio management company could reduce manual onboarding friction with a client-facing flow, mocked provider responses, document fallbacks, and a live backend record panel.
Client View
1
Basic intake
Collect the smallest useful client profile.
2
Mock providers
KYC, credit, banking, investments, and income autofill.
3
Documents
Upload or sign the remaining onboarding packet.
Plan
Autofill what the business can verify
Use mocked KYC, credit, Plaid-style, income, and document signing responses to show where real integrations can reduce friction later.
Solution
Make backend data visible
Each client-facing step updates the same MongoDB record so stakeholders can see exactly what the software is building.
What the demo shows
A focused path from minimal intake to a review-ready onboarding record.
Basic client intake
Identity and KYC verification mock
Credit and profile data mock
Plaid-style bank and investment connection mock
Required document checklist
Upload and sign fallback for missing items
Internal backend panel with live record updates
Manual onboarding vs. a guided system
| Area | Manual today | With YourOnlyDev |
|---|---|---|
| Workflow | Client onboarding often depends on repeated emails, manual document requests, duplicate data entry, and slow internal review before an advisor has a complete profile. | A focused system that helps your team achieve a guided onboarding workflow that turns client inputs and provider responses into a structured portfolio_management_clients record. |
| Visibility | Status depends on spreadsheets, inboxes, meetings, and memory. | Teams can see owners, next steps, aging work, and exceptions in one place. |
| Growth | The process gets harder to manage as volume or headcount grows. | The workflow can expand with new rules, reports, integrations, and AI support. |
Run the onboarding flow
Start a fresh demo record, complete each step, and watch the backend panel update as the client profile takes shape.