This release of OnboardMe introduces a range of new features and bug fixes. The changes are outlined below.
BGL Integration (Beta)
We've launched the beta of our CAS360 and SimpleFund360 integration. Connect OnboardMe and BGL to link entities and quickly access Live shareholder and Trust Information from OnboardMe.
To join the beta program, please email [email protected].
Proposal navigation
We've simplified the Proposal Wizard by moving the step indicator to the left side, keeping it visible at all times as you work through each step.
Quick Onboarding
A new Quick Onboarding button is now available in the Onboarding area, designed for sending an onboarding request to a single recipient (with one or more entities).
When using Quick Onboarding, the recipient configuration is simplified. Just enter the email address on the Client record, and we'll send the onboarding request directly to that address.
Save & prefill Onboarding
When sending a Client Onboarding, use the new Save & Prefill button to save the request and open it in the Onboarding Wizard, where you can prefill any known client data before sending.
Once you've prefilled the relevant data, use the new Save & Send button to dispatch the request to your client.
Reorder Onboarding Documents / Ethical Clearance Documents
Documents requested as part of an Onboarding or Ethical Clearance can now be drag-and-dropped to reorder them in the list.
Refresh Documents from Template
Onboarding and Ethical Clearance document lists can now be refreshed from your configured templates using the new Refresh from Template button, repopulating the list with documents defined for that request type.
To configure Document Templates, navigate to Templates / Document Templates in the main menu.
Here you can setup Document Templates for Each Entity Type and also for Ethical Clearances.
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