Practice Gateway’s onboarding solution automates every step of client intake - from document collection to AML and KYC checks, so your team can work faster, reduce admin, and deliver a seamless client experience from day one.
Does onboarding take longer than it should?
Being part of the Onboarding Team means you're expected to move fast, tick every compliance box, and still give every client a smooth, professional experience.
Even high-performing teams end up firefighting. And the pressure only grows as the firm scales. It shouldn’t be this hard… and with Practice Gateway, it isn’t.
We designed our onboarding solution for firms that want to modernise without disrupting their workflows and processes.
With Practice Gateway, your team gains control, consistency, and clarity all while giving clients a faster, more engaging experience.
Need to move faster without losing control?
Automate data collection, reminders, and AML checks, all from one place.
Automatic reminders and smart tagging ensure nothing gets missed and everything moves forward.
Want every client to get the same high-quality experience?
Use branded templates, smart checklists, and structured workflows.
Your clients interact through a secure, firm-branded platform - web or mobile - for a polished first impression.
Struggling to stay compliant while juggling admin?
AML, ID checks, e-signatures, and audit trails are built in, not bolted on.
Full audit trail capture and automated re-signing keep documents current and compliant, without chasing.
Tired of double entry and disconnected tools?
Sync client data across systems and keep everything in one workflow.
Copilot compatibility helps summarise onboarding calls and pre-fill client info faster and more accurately.
Need to show leadership real results?
Track onboarding timelines, client satisfaction, and team performance in real-time.
Smart tagging, secure messaging, and integrated Power BI dashboards help you surface insights, spot bottlenecks, and report on onboarding performance with confidence
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Faster Onboarding
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Audit Readiness
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Clients using Practice Gateway
In under 2 minutes, estimate how much value you will get from Practice Gateway!
Join the firms that have simplified onboarding with less admin, fewer follow-ups, and a smoother, more compliant client experience. Let’s discuss how Practice Gateway can streamline your onboarding process from day one.
From AML to ID checks to engagement letters, compliance is embedded into your workflows. Sensitive data is protected with bank-grade encryption, role-based access, and full audit logs. Documents are secure andaccess-controlled,
Let’s talk about how Practice Gateway can help your team reduce admin, deliver consistently great experiences, and stay ahead of compliance - without burning out your team.
