One Form, Every System: Eliminate Manual Data Entry
Every System. Zero Manual Entry.
Automate the entire process from intake to account number.
- The Problem
Your Account Opening Process Is an Obstacle Course
Client wants to open an account. Simple, right?
Advisor fills out intake form. Operations re-enters data into CRM. Then into Orion. Then into DocuSign. Then into custodian systems. Then someone realizes the risk tolerance is missing.
Two weeks later:
Client calls asking for their account number. “Let me check on that.”
Three weeks later:
Account finally opens. Client has already talked to two competitors.
Your process fights against your growth.
- What We Fix
Single Entry, Universal Execution
One Form, Every System
Client data flows automatically from intake to CRM to Orion to DocuSign to custodian. Enter once, update everywhere.
Intelligent Pre-Population
System knows your client. Pulls existing data from Orion. Pre-fills 80% of the form before anyone starts typing.
Document Automation
Custom forms map directly to custodial documents. No missing fields. No manual document preparation.
Real-Time Orchestration
Complete visibility for advisors, operations, and clients throughout the entire process.
What You Get
Total Control
- Custom workflow builder for different account types
- Role-based permissions and access controls
- Multi-office deployment with centralized oversight
- Complete audit trail for compliance
Smart Automation
- Pre-populated forms using existing client data
- Custom document mapping for any custodian
- Automatic portfolio allocation & restriction setup
- Real-time status tracking & notifications
Complete System Integration
- DocuSign for secure document signing
- Orion for automatic account creation
- Salesforce for CRM record management
- Box for document storage & organization
Ready to Automate Account Opening?
Watch complete account opening automation in action.
30 minutes to design account opening that actually
Why This Matters
Every delayed account opening costs you momentum. Every manual step costs you efficiency.
Stop apologizing for your process. Stop losing clients to timing. Turn account opening into a competitive advantage.
What Milemarker™ does is beyond transformational for the businesses they partner with. Excited to see what is next.
Abby Salameh
Chief Growth Officer, RFG Advisory
60%
faster account opening
Zero
manual data entry
95%
fewer document errors
Complete
process visibility