Select an onboarding workflow.
Choose the workflow that matches the information requested. The comprehensive option combines client intake, risk profile, monthly budget, and personal financial statement into one signed package.
Risk Profile
Complete a risk profile using four Balance Wealth advisor models and a real market stress scenario.
10-15 minutesMonthly Budget
Enter monthly income, expenses, savings, and advisor notes for review.
8-12 minutesPersonal Financial Statement
Summarize assets, liabilities, ownership notes, and estimated net worth.
Complete packageComplete Onboarding
Complete client intake, risk profile, monthly budget, personal financial statement, and signature in one workflow.