Free your wealth management institution from the costs and constraints of the paper-based world by capturing documents and information electronically.  Capture documents, information electronically; break free from a paper-based world.  Our wealth management software solution allows users to capture and store documents and information electronically. Once stored in OnBase, employees gain instant access to the information they need, when they need it. Employees are empowered to provide customers with faster, more accurate service. 

Secure, paperless, automatic routing speeds processes like account opening and management, increasing your organization’s efficiency and profitability.

The OnBase wealth management software solution: 
Speeds account opening
Provides a 360 view of each client
Optimizes operations processes

Easily integrating with your portfolio management software solution, 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. 

With native business process tools like workflow and eForms, OnBase also provides increased process visibility. Workflow automatically routes tasks – like the need to fix incomplete documentation – and alerts staff when it needs to take action, ensuring processes are completed quickly and accurately. Items that do not require staff interaction route straight through for processing.

Meanwhile, dashboards offer insight to monitor performance as well as pipelines. And a fully auditable trail of interactions helps institutions maintain regulatory compliance while making audits more efficient and timely.

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. 

You can even take your solution to the Hyland Cloud. Rapid deployment, reduced up-front capital expenditure and enhanced security and disaster recovery are just a few reasons. If your IT department is overburdened, now is the time to investigate letting OnBase Cloud professionals deploy, manage, maintain, monitor and upgrade your solution – so you don’t have to. 

Set yourself – and your clients – up for success with instant access to real-time information.

Provides a 360 view of each client
Optimizes operations processes

 Integrate your core banking platform, LOS and more to create a more connected, efficient, compliant and cost effective financial enterprise.

We’ve never met an app we didn’t like. OnBase customers have integrated ECM into more than 500 unique applications without custom coding. And it’s not just about retrieving documents – OnBase provides more than 30 different options for integration with key financial technologies.

Integrations with existing applications ease transitions to new software, improve user adoption and eliminate switching between screens to find the right information. Integrating with OnBase also allows for faster document indexing, increasing content capture speeds and eliminating the risk of human error from manual entry.

 Integrate your important systems so they can share information and communicate, making your existing technologies more powerful.

 Integrating your important systems with OnBase gives them the ability to communicate so employees stay in familiar applications and quickly find information.

Generate and sign documents – then make them immediately available in a secure, central repository with OnBase e-signature solutions.