Client Onboarding
for wealth, insurance & mortgage advisors
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Introducing Digital Clipboard

An AI-powered client onboarding app for wealth, insurance and mortgage advisors.

The app streamlines workflows and automates onboarding, reducing costs by 10x while improving conversion.

Why Digital Clipboard?
Increase Conversion
Streamline onboarding
for higher conversion
Reduce Expenses
Eliminate the admin costs
of paper recording
Improve Experience
Increase client time by reducing administration
Trusted by
LYNNE GADSDEN
Co-Founder and Director,
Grovewood Wealth Management
LYNNE GADSDEN
Co-Founder and Director,
Grovewood Wealth Management
Digital Clipboard has been a great time saver for our practice. It's been the missing piece for us to finally become fully digital.
MICHAEL LOCKYER
Managing Director,
Weald Wealth Management
We've wanted something like this for some time. Digital Clipboard has really helped us save costs and improve our client engagement experience.
Let's talk about how we can help your business
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