Merrill MAX, PreciseFP Acquired, Benjamin Gets Schwab Alerts
Thundering Herd advisors have sophisticated new mobile app, while onboarding application PreciseFP is acquired and other news.
Source: wealthmanagement.com
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Merrill Lynch Has Rolled Out Fully Digital Onboarding Process
The onboarding and maintenance process simplifies and integrates account types across wealth divisions. Merrill Lynch has quietly rolled out yet another major chunk of technology that will, at least initially, most benefit the 15,000 advisors in its Thundering Herd, along with their clients and the firm’s client associates. The Collaborative On-Boarding Experience, or COBE for short, streamlines and fully digitizes the client account opening and onboarding experience (no more wet signatures needed). COBE’s overall development has been a years-long journey with more than 20,000 user...
Source: wealthmanagement.com