# New Client Onboarding for Financial Advisors

> AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Orion, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

- **Role:** [Financial Advisor](https://calish.com/workflows/for/financial-advisor/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Wealth Management](https://calish.com/workflows/specialty/wealth-management/)
- **Action:** New Client Onboarding
- **Canonical URL:** https://calish.com/workflows/new-client-onboarding-for-financial-advisor/

## The Problem

Onboarding a new Wealth Management client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.

## What We Build

AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Orion, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

## Tools & Integrations

- Orion
- Redtail CRM
- eMoney
- Schwab Advisor Center
- Slack

## How It Works

1. **Discovery call.** We map your current new client onboarding process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Orion](https://calish.com/workflows/with/new-client-onboarding-for-financial-advisor-with-orion/) — New Client Onboarding built natively in Orion
- [Redtail CRM](https://calish.com/workflows/with/new-client-onboarding-for-financial-advisor-with-redtail-crm/) — New Client Onboarding built natively in Redtail CRM
- [eMoney](https://calish.com/workflows/with/new-client-onboarding-for-financial-advisor-with-emoney/) — New Client Onboarding built natively in eMoney
- [Schwab Advisor Center](https://calish.com/workflows/with/new-client-onboarding-for-financial-advisor-with-schwab-advisor-center/) — New Client Onboarding built natively in Schwab Advisor Center

## Related Workflows

- [Client Meeting Prep Pack for Financial Advisors](https://calish.com/workflows/client-meeting-prep-pack-for-financial-advisor/)
- [Quarterly Commentary & Client Letter for Financial Advisors](https://calish.com/workflows/quarterly-commentary-and-client-letter-for-financial-advisor/)
- [Portfolio Drift & Rebalance Alerts for Financial Advisors](https://calish.com/workflows/portfolio-drift-and-rebalance-alerts-for-financial-advisor/)
- [Communication Compliance Surveillance for Financial Advisors](https://calish.com/workflows/communication-compliance-surveillance-for-financial-advisor/)
- [Loan File Assembly for Financial Advisors](https://calish.com/workflows/loan-file-assembly-for-financial-advisor/)
- [Conditional Approval Response for Financial Advisors](https://calish.com/workflows/conditional-approval-response-for-financial-advisor/)

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