Investment management: assign new client intake to advisors

Onboarding teams at investment firms miss intake details when new contacts are added. This routes intake forms to the assigned advisor immediately so onboarding starts with complete client info.

Overview

Presidents and business owners risk account setup delays and compliance gaps when new client intake isn't routed to the right advisor. This workflow guarantees each intake lands with the designated advisor immediately, eliminating missed information so onboarding can begin promptly and protect client trust.

Notable Features

Route intake forms to advisors
Create advisor-assigned onboarding tasks
Notify advisor with client summary