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Onboarding Solutions

Onboard clients more efficiently and elegantly than ever before with DealMaker's proprietary platform.

DealMaker Workflow
Faster Onboarding
Digital forms unlock efficiencies in onboarding as well as updating and maintaining client records.
Real time data and analytics reporting deliver meaningful insights and manage stats on performance, client base, and trends
Make no mistake
Submissions are validated by powerful functionality to reduce errors and deficiencies.
DealMaker’s integrated portals automatically link investor submissions on deals to the information provided in new account onboarding - reducing the need to enter similar information in multiple places and improving the investor experience.