Faster client onboarding
for wealth management

Make it easy for clients to organize and deliver their data in minutes.

Stop chasing down statements, collecting inconsistent data, and dealing with follow ups.

Overvue gives you one clean intake to onboard faster.

Results That Matter

Firms using Overvue create a more modern first impression, which builds trust from the start. No more PDFs, outdated fact finders, or back and forth emails.

Clients complete everything you need in as little as 5 minutes.

Schedule Demo

Trusted by advisors on platforms like…

Why Financial Advisors Choose Us

Replace messy email threads and clunky portals with a modern, secure platform that delights both advisors and their clients.

Data Gathering

Collect comprehensive client information through intuitive forms that guide prospects step-by-step through the onboarding process.

Account Aggregation

Seamlessly connect and aggregate client accounts from multiple institutions, providing a complete financial picture in minutes.

Secure File Share

Enable clients to securely upload and share sensitive documents through encrypted channels, eliminating email attachments.

Mobile-Friendly Experience

Optimized for mobile devices, allowing clients to complete onboarding anytime, anywhere with a smooth, responsive interface.

Lightning Fast Process

Transform weeks of back-and-forth communication into a streamlined process that takes just minutes to complete.

Bank-Level Security

Enterprise-grade encryption and security protocols ensure client data is protected throughout the entire onboarding journey.

Frequently Asked Questions

Our goal is to make it possible for a prospect to share everything in just a few minutes. We remove barriers like login screens and guide them through a streamlined workflow. The experience is designed to feel more like signing up for the latest app — not a tedious scavenger hunt.
All data is encrypted in transit and at rest. We follow strict data privacy regulations to protect your clients' sensitive information. Request a security protocol from us to see all the details.
Through our integration, prospects can connect virtually any financial account including checking, savings, investment accounts, 401(k)s, IRAs, and accounts from over 11,000 financial institutions.
Yes! Create different link templates for various client types — some may only need account aggregation, others might require full identity verification and document uploads. Customize questionnaires and required fields for each situation.

Overvue is client onboarding software that was built for financial advisors and wealth managers. Firms choose us because our tools are built to match their workflows.

Ready to Transform Your Client Onboarding?

Join us as we streamline the onboarding process and improve client satisfaction.

Schedule Demo