Government ID or driver's license
RequiredClient uploads an existing ID image or PDF.
Waiting
No file selected
Interactive demo
Portfolio management client onboarding
Complete the client-facing steps and watch the backend record update in real time.
Client View
Current step
Basic client intake
Start with the smallest useful profile before provider lookups begin.
How to complete this step
Review the prefilled sample client, adjust anything you want, then click “Save basic info.” These fields create the starting client profile.
Identity verification
Run a sandbox-style KYC check and confirm the client identity fields.
How to complete this step
Click “Verify Identity.” The demo will simulate a KYC provider confirming the client’s name, date of birth, address, and SSN suffix.
MockKYC
Verify identity
Simulates name, address, date of birth, and SSN suffix matching.
Financial connections
Connect mocked bank and investment accounts to estimate liquidity and net worth.
How to complete this step
Click the connect button to simulate linking depository and investment accounts. No real bank login is required.
MockPlaid
Connect bank and investment accounts
Returns depository, savings, brokerage, and retirement account summaries.
Credit and financial profile
Pull a mocked credit profile with score range, tradelines, utilization, and debt summary.
How to complete this step
Click “Pull Credit Profile.” The demo fills credit and debt details from a sandbox-style profile lookup.
MockCreditProfile
Lookup credit profile
Simulates a TransUnion-style enrichment without requiring any real credentials.
Employment and income
Use provider autofill first, then document uploads can cover anything still missing.
How to complete this step
Click “Autofill Employment / Income.” The demo will add employer, estimated annual income, and income verification status.
MockIncomeData
Autofill income and employment
Populates employer, estimated income, income sources, and verification status.
Required documents
Upload documents the client already has, then review and sign documents prepared by the onboarding flow.
How to complete this step
Use the upload section for licenses, proof of address, tax, employment, and entity files. Use the signing section for documents the system provides, such as agreements and questionnaires. When you are ready, continue to Summary for final review.
Uploads
Upload supporting documents
Proof of address
RequiredUtility bill, statement, lease, or other address proof.
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No file selected
Tax return
RequiredUsed when the advisory team needs tax context for planning.
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No file selected
Proof of employment / income
If neededPaystub, W-2, employment letter, or income verification fallback.
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No file selected
Beneficial owner information
If neededUploaded only when the client is associated with an entity.
Waiting
No file selected
Entity documents
If neededTrust, LLC, or business documents if an entity is being onboarded.
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No file selected
Compliance and signing
Review provided documents
Investment policy statement
RequiredProvided by the onboarding flow for client review and signature.
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Advisory agreement
RequiredPrepared agreement package opened in the mock signing experience.
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Risk tolerance questionnaire
RequiredProvided questionnaire captured through the signing flow.
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Completion summary
Review what was autofilled, what still needs human review, and the final backend record.
How to complete this step
Complete each onboarding step first, then click “Complete Onboarding” to generate the final completion status and manual review list.
Completeness
0%
Autofilled
Identity, accounts, credit, income
Manual review
6 items
Thank you.
Your client onboarding information was submitted successfully. The advisory operations team can now review the completed profile, provider checks, and required documents.
Submitted information
A final review of the client details, checks, financial picture, and documents sent through this demo.