Onboarding

Streamline Efficiency

Stop all the back and forth actions that most applications require and house it all in one easy to use solution.

Prospect to Client

Turn onboarding into a competitive advantage and desirable process.

Scale & Grow

Better efficiency often leads to an increase in growth. So become more efficient by automating your on-boarding workflows.

Growth

By The Numbers

3hrs

Average monthly time savings.

25x

Higher client acquistion rates.

88%

Closing ratio for firms who utilize WealthDrive.

15%

Average expense savings by utilizing our firm.

39x

The rate that current clients are likely to refer you to friends & family.

94%

Client engagement after implementation.

Focus On Your Business

Royal Wealth will simplify your life and put your goals light-years ahead of your peers.

Benefits

Expedite the onboarding and account opening experience

Royal Wealth makes it effortless for new clients to begin working with our firm using a streamlined and personalized approach to digital onboarding

Truly customizable onboarding

Lighting-fast account funding

Connectivity with everything

Features

Your first impression matters

Turning a traditionally tedious process into your first quick win

Tailored questions

With years of experience we know the questions to ask to maximize time and effort.

Streamlined account opening and funding

Personalized onboarding options, digital signature functionality, intuitive, elegantly designed workflows and a system built to prevent NIGO errors and remove the friction from account opening to funding.

Full transparency into new account activity

Utilize our intuitive dashboards to track client onboarding and account opening. Our system provides an aggregated view of all new accounts, approval status, document availability and required action items. Stay up-to-date and informed.

FAQ

Frequently Asked Questions

Will my client portal store all my forms?

Yes! Everything stays in a nice and neat storage vault.

How safe is my information?

Our business is built on the servers of Amazon Web Servcies.

How many software systems are built into just this one application?

There are 11 different software systems that were meant to be replaced by this single application.

What type of accounts can you aggregate?

There are over 37,000 institutions that have the ability to aggregate accounts into WealthDrive.

How hard is the software to learn?

The application was built with the idea of highly adapted applications to reduce the learning curve significantly. Best way to see it is to try it.

Do you offer a free trial?

Unfortunately, we do not offer a free trial of our application. We do offer a demo so that the true power of our application can be viewed.

Investment Advisory

The backbone of our firm is the investment management styles that are implemented to manage money.

Methodology

Understanding our guiding principles and approach is key to understanding how our firm is different.

Firm Timeline

Technology that helps makes life and business simpler.

Philosophy

Learn about why we exist and who we are as a firm.