Modern Wealth
Onboarding Console
System Ready
Apply · Process · Fund · Trade · Complete

New Client Onboarding

Capture prospect details once. Generate a complete onboarding packet — IPS draft, account application checklist, ACAT instructions, proposed allocation, and welcome sequence — in one click.

Client Intake
i.
How This Works
ii.
1
Capture intake details
Fill the form on the left. Pulls from your discovery call notes.
2
Generate the packet
Click the button. A structured prompt is built containing everything Claude needs.
3
Copy to Claude
One click copies the prompt. Paste into claude.ai for the full draft.
4
Review · Send · Track
Review Claude's output, send via DocuSign, track stage progress below.
Current Client

Awaiting intake...

0%
Complete
I
Apply
Forms & agreements
II
Process
KYC & signatures
III
Fund
ACAT transfer
IV
Trade
Allocate & invest
V
Complete
Welcome & review

Generated Onboarding Packet

Next steps

  1. Click Copy to Clipboard above
  2. Open claude.ai in a new tab
  3. Paste and send — Claude returns the full IPS, application checklist, ACAT instructions, proposed allocation, and welcome email
  4. Review, edit in your voice, send to client via DocuSign
  5. Update the pipeline stages above as you progress
Active Pipeline
Client Roster
Client Assets Current Stage Days in Stage Next Action
Robert & Linda Patel $1.2M Complete — Q1 Review · Mar 14
Marcus Williams $650K Trade 2 days Approve allocation
Diane Foster $890K Fund 5 days Follow up ACAT
Sarah Chen $480K Apply 0 days Send DocuSign packet