Elevation Point Selects OnBord To Streamline Advisor Transitions, Accelerate Client Onboarding

Strategic Technology Partnership Enhances Growth Capabilities for Independent Advisors and Breakaway Teams

HARLEYSVILLE, Pa., October 28, 2025 --- OnBord, a secure digital client onboarding and advisor transition platform, today announced Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms, has begun utilizing OnBord to strengthen and speed up advisor transitions and client onboarding.

The partnership between Elevation Point and OnBord addresses one of the most critical challenges facing advisors transitioning to independence: maintaining client relationships while efficiently managing the complex data collection and account opening processes. OnBord's platform automates client onboarding by sending secure links, allowing clients to complete required documentation at their convenience while automated reminders ensure timely completion. Firms using OnBord have seen a reduction in transition time with some completing these transitions in as little as 30 days.

"The advisors we partner with are doing incredible work with their clients, and OnBord's technology lets them focus on relationships rather than paperwork," said Caitlin Douglas, Founding Partner and Chief Operating Officer at Elevation Point. "With OnBord, our advisors don't have to spend weeks going back and forth with clients to get their paperwork completed because it all happens automatically, allowing our partners to focus on what they do best: delivering exceptional wealth management services."

OnBord maintains the highest security standards by transmitting all client data directly to integrated client relationship management (CRM) systems signing platforms without storing information in its own database, while automating compliance with SEC and FINRA requirements. The platform helps advisors navigate successful transitions while maintaining client relationships and building stronger, more profitable practices.

"What attracted us to Elevation Point is their approach; they're partnering with advisors who are already successful and want to accelerate their growth," said Nick Bernardo, CFP^®, Founder and Chief Executive Officer of OnBord. "Our platform helps them onboard new clients quickly and transition existing ones seamlessly, so they can focus on building their practices instead of managing paperwork."

The technology partnership enhances Elevation Point's comprehensive support ecosystem for independent advisors, complementing the firm's existing resources including custody solutions, operational support, and strategic guidance.

To learn more about OnBord or receive a demo, email Jake Mingione, vice president of sales, at jake@onbord.io.

About OnBord

OnBord is a digital client onboarding and advisor transition platform that helps financial advisors, RIAs, and wealth management firms streamline data collection and account opening processes while supporting seamless firm transitions. The platform reduces transition time to as little as 30 days through automated links used for client data collection and maintains the highest security standards by transmitting client data directly to integrated CRM and document signing platforms without storing information in its own database, while automating SEC and FINRA compliance. OnBord's recognition includes being awarded the Onboarding Product Award at the WealthTech Americas Awards 2025 and being named a finalist in the M&A Deal Support category for the 2025 WealthManagement.com Industry Awards.