At UWC Wealth Management, we believe that first impressions set the tone—not just for your clients, but for your entire advisory practice. That is why our new client onboarding process is fully managed, white-glove, and designed to make you look like a rockstar.

We handle the end-to-end experience—seamlessly integrating custodian paperwork, CRM setup, money movement, and client communications—so your clients feel cared for, and you can stay focused on relationships, not logistics.

What UWC WM Takes Off Your Plate:

• Welcome email templates and coordination

• Pre-filled custodian forms and e-signature routing

• Bank link setups and funding follow-through

• CRM entry and tagging (Salesforce)

• RMDs, required docs, and compliance onboarding

• Direct coordination with your clients for document collection, status updates, and follow-ups

• Advisor dashboard visibility so you can track progress without managing tasks

Why It Matters:
With UWC WM, onboarding is not just about paperwork—it’s about creating capacity. You gain a scalable process that’s fast, polished, and entirely offloaded, backed by a trained team that understands your standards and protects your time.

Whether you’re onboarding one high-net-worth household or moving over 50+ clients in a transition, we handle the heavy lifting with precision and professionalism—so your clients never feel the friction and you never feel the weight.