Stop typing data you did not need to collect.
Onboarding a new client used to take about two weeks of forms, statements and follow-up emails. On Advisor Pro, send a branded invite, the household adds its own accounts, income and goals, and onboarding is done the same day. The meeting goes to advice.
The same day, not two weeks
The household gets a branded email, adds their own details, and their numbers arrive ready for you to build the plan.
You send the invite
Harbourview Wealth
Hi Sarah, I have set up your retirement plan. Add your accounts before we meet on Thursday and we will spend the meeting on the plan.
Alex Lam, CFP®
They add their details
RRSP
TFSA
Monthly spending
Retire at
You share the plan
The Brown plan
Plan B
Retire at
--
Success Score
--
After-tax income
--
Estate at 95
--
Retirement income by source
- Your branding, message and signature on the invite
- Clients add their own accounts, income and goals
- You choose which questions they see
- You see when they open the plan you share
Onboarding used to take two weeks
Forms out, statements chased, numbers typed in. With a client invite, the household does it themselves and onboarding is done the same day.
The usual way
About two weeks
Forms sent
Statements chased
Numbers typed in
Onboarded
With Optiml
The same day
Invite sent, details in, onboarded
Day 1
Day 14
What it means for your practice
The same day, not two weeks
Onboarding that used to take two weeks of back-and-forth is done the same day, so new clients get to a plan sooner.
Less data entry
Clients enter their own accounts, income and goals, so you are not copying numbers from statements.
Meetings that start with the plan
Their details are in before you meet, so the first meeting goes to advice.
Onboarding your way
- Branded invitesAdvisor Pro
- Your branding, your message and your signature. Clients set up a secure login from the link, which works once and expires after five days.
- Ask only what mattersAdvisor Pro
- Hide the assumption questions clients should not be guessing at, and your planning defaults fill them in. A shorter onboarding is more likely to get finished.
- Or enter it yourself
- Already have a client's numbers? Enter the household yourself, on either plan. Only one person edits a client at a time, so nothing is overwritten.
- Clients already on Optiml
- A client who already uses Optiml can link their account and share a copy of their inputs, so you start from what they have entered.
More of what Optiml does for your practice
Branding and reports
Your logo, colours and signed cover letter on every report and invite.
Planning depth
Optimized withdrawals, CPP and OAS timing and taxes, in a plan clients understand.
Insights
Upcoming retirements and birthdays across your book, so you call first.
Practice and team
Start on your own, add a colleague when you hire. Offices and roles when you need them.
See it with your own clients.
Start a 14-day free trial, or book a demo and we will walk you through a full client plan.