OnBase Wealth Management Software

OnBase allows you to capture documents and information electronically, breaking free from the constraints of a paper-based world. With instant access to the information they need, you empower employees to provide excellent service to clients.

And, with secure, paperless and automatic routing, OnBase speeds processes like account opening and management to increase your organization’s efficiency and profitability.

Integrates systems to share real-time information

Easily integrating with your wealth management software, OnBase allows users to quickly access documents and data without leaving their core application’s familiar interface. OnBase also ensures content security while helping you proactively manage regulation compliance.

OnBase’s integration with any mobile platform makes all the same information available from any tablet or mobile device. You can extend content outward, making it accessible to clients. This allows wealth managers to connect in real time with their clients, make decisions in a collaborative format – ultimately growing and securing the client relationship for the long-term.

OnBase Wealth Management:

  • Speeds account opening
  • Provides a 360 view of each client
  • Optimizes operations processes

Set yourself – and your clients – up for success with instant access to real-time information. Everyone else is just waiting.

CEB wealth management