Onboard clients faster. Collect documents seamlessly.
Spend time advising, not chasing paperwork.
Send new clients a branded checklist for KYC documents, account transfers, and financial plans. Everything arrives in one secure portal — no email attachments, no lost files.
14-day free trial · No credit card required
BopDocsSound familiar?
“"I've been waiting two weeks for this client's account statements.
Their annual review is tomorrow."”
follow-up emails per client before onboarding documents arrive
average time to fully onboard a new advisory client
of advisor time spent on admin instead of client-facing work
Ready-to-use templates
Start collecting in minutes
Pre-built checklists designed for financial advisors. Customize fields, add your branding, and send.
New Client Onboarding
- Government-issued photo ID
- Social Security card
- Proof of address
- Bank statements (3 months)
- Investment account statements
- Tax returns (2 years)
- Employer benefits summary
- Signed advisory agreement
Annual Review Package
- Updated financial goals
- Recent pay stubs
- Current account statements
- Tax return (most recent)
- Insurance policy updates
- Estate plan changes
- Major life event details
Account Transfer (ACAT)
- Transfer authorization form
- Recent statement from current custodian
- Account number and details
- Beneficiary designation forms
- Government-issued ID
- Signed custodian agreement
How it works
Three steps. That’s it.
Pick a template
Choose an industry template or build a custom checklist for your financial advisor workflow.
Send a magic link
Enter your client's email. They get a branded portal — no password, no app, no friction.
Track & approve
Watch uploads come in. Approve files, leave comments, or request re-uploads from your dashboard.
Trusted by financial advisors
“Client onboarding used to take three weeks of email chains. Now everything is collected in 3-4 days through the portal. Game changer.”
“Annual reviews are so much smoother when clients upload their updated documents ahead of time. No more scrambling during the meeting.”
Everything you need
Built for how you work
Advisory templates
Pre-built checklists for onboarding, annual reviews, account transfers, and more.
Automated reminders
Clients get nudged until every document is uploaded. You never send a follow-up.
Review & approve
Approve documents, flag issues, and request re-uploads — all in one place.
Client dashboard
See every client's progress at a glance. Know exactly who needs attention.
Your firm's brand
Clients see your logo and colors. It looks like your firm built it.
SEC-ready security
AES-256 encryption and SOC 2 infrastructure. Built for sensitive financial data.
Ready to stop chasing documents?
Join financial advisors who’ve automated document collection and reclaimed their time.