ClientCollect for Advisory

Onboard clients in a day, not a fortnight.

One secure checklist for every new relationship — ID, account statements, risk profiles, beneficiary forms. Clients upload from any device while you watch onboarding complete itself.

Start free for 14 days See an onboarding checklist
Photo ID Proof of address Account statements Risk questionnaire Beneficiary forms Tax details
app.clientcollect.com/requests
ClientCollect
Requests
Templates
Clients
MW Meridian Wealth
Meridian Wealth
Requests
Document requests you've sent to clients and their progress.
New request
5
Active requests
10
Items outstanding
3
Awaiting review
9
Items accepted
Active
Outstanding
Accepted
Drafts
Archived
Search requests
RequestStatusProgressDue
Okafor — Onboarding
DODavid Okafor · 6 items
OUTSTANDING
3/6
Due in 7d
Whelan Family — Review
FWFiona Whelan · 5 items
OUTSTANDING
2/5
Due in 14d
New Client KYC
PLPaul Lynch · 7 items
OUTSTANDING
1/7
Due in 9d
Why advisors switch

First impressions shouldn't be a paperwork slog.

New clients arrive excited and leave frustrated by a KYC packet that came back half-complete. ClientCollect turns onboarding into a checklist they finish in one sitting.

Onboard without the wait

Automatic reminders move clients through KYC without your team chasing — most requests finish the same day they're sent.

The right document, first time

Each item spells out exactly what compliance needs — "a statement dated within the last three months" — so nothing bounces.

Financials off email

IDs, statements and tax details move through an encrypted portal with an audit trail — not an unencrypted inbox.

Joint accounts, handled

Spouses, trustees, beneficiaries — separate checklists, one clear view of what's still outstanding on the relationship.

Staged requests

Match the checklist to the relationship.

Don't front-load every form on day one. Staged requests release documents as onboarding, planning and reviews progress.

1

Onboarding

Verify identity and open the relationship.

Photo ID · Proof of address · Signed agreement
2

Suitability

The financial picture behind the advice.

Account statements · Risk questionnaire · Income details
3

Planning

Documents that shape the plan.

Beneficiary forms · Existing policies · Tax details
4

Reviews

Keep the file current each cycle.

Updated statements · Revised risk profile
Meet Colette

Colette speaks fluent onboarding.

Tell Colette "new retirement client, joint account, moderate risk" and she drafts the onboarding checklist — stages, items, client-friendly descriptions and all.

  • Drafts the full onboarding pack
    From one sentence about the client and mandate — retirement, wealth transfer, first-time investor, she adjusts.
  • Flags what compliance needs anyway
    Joint account but only one ID requested? Colette catches it before your compliance team does.
  • Translates finance-speak for clients
    "Risk tolerance questionnaire" becomes "a few questions about how you'd feel if markets dropped" — fewer wrong uploads.
app.clientcollect.com/requests/new
ClientCollect
Requests
Templates
Clients
MW
Draft request
Okafor — New Client Onboarding
01 Verify Identity 0/3
File upload Government-issued photo ID OUTSTANDING
Short answer Proof of address OUTSTANDING
Short answer Tax details OUTSTANDING
Add item
Colette
Reading: Okafor — New Client Onboarding
Add a stage for the suitability documents.
Here's a Suitability stage with the financial picture behind the advice. Apply it and I'll keep an eye on what's missing.
Add stage · Suitability
Add Account statements
Add Risk questionnaire
Add Income details
Apply changes You can undo after applying
Ask Colette to draft or edit…
meridianwealth.clientcollect.com
Hi David 👋
You have 3 documents to send for Aoife.
Action needed 3 TO DO
New Client Onboarding
Due in 7 days
50%
Continue request
Latest update View all ›
AR Aoife Ryan · Jan 21
Your financial plan draft is ready
I've drafted an initial plan based on what you've shared. Take a look before our review meeting.
Key dates
07
FEB
Documents due
Due in 7d
18
FEB
Review meeting
Due in 18d
For your clients

Clients onboard from the sofa.

Your clients expect the polish of their banking app. The portal delivers exactly that — no login, no PDF wrangling, no "which statement did you need."

  • One secure link, no account
    Works on any device. Progress saves — they can start on a call and finish that evening.
  • Branded to your firm
    Your logo and colors — clients see their advisor, not a third-party tool.
  • Questions on the exact item
    "Is last quarter's statement recent enough?" lands on that item — not in a lost email.
Security & compliance

Built for financial regulation and GDPR.

Client financials are regulated personal data — under KYC and AML rules and GDPR alike. ClientCollect safeguards them from the first upload.

Encrypted in transit

Statements and IDs never travel as plain email attachments.

Timestamped audit trail

Who requested, uploaded, viewed and accepted each document — exam-ready.

Client consent, recorded

Privacy notices and GDPR-compliant e-consent captured before the first document is shared.

Admin controls

Firm owners manage settings, billing and team access, with passwordless sign-in for everyone.

"Onboarding used to take two weeks of chasing statements. Now a new client gets one link and we're ready to invest by the end of the week."
David Okafor · Principal, Meridian Wealth
73%
fewer follow-up emails during onboarding
4 days
faster, on average, to a complete client file
9 min
median time for a client to finish a stage

Onboard faster. Chase less.

Send your first onboarding checklist in under five minutes. Free for 14 days, no card required.

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