“With Doxim’s client onboarding application, the advisors no longer have to go back and forth with their clients trying to get the right forms completed with the correct information. This solution makes it clear what forms and client information are needed for the type of account, offering a new level …

“With this web-based system, there was no learning curve because the system highlights mandatory fields and automatically checks for errors. When we demo Doxim Client Onboarding to prospective advisors, they get excited about the technology we offer. We regularly use it as a recruitment tool to attract new advisors.”