About Marengo
Marengo exists to make client onboarding sellable, usable, and operationally cleaner.
Most firms do not need another bloated intake system. They need a faster way to collect client information, hand it to advisors and ops, and move from first interest to funded household with fewer delays and less manual cleanup.
Built for real rollout
The product is structured around instant trials, advisor workspaces, review states, and a path to paid implementation.
Scoped for RIAs
Marengo is aimed at advisory firms that want something operationally credible without starting with a heavy enterprise project.
Ready for sales use
Pricing, trial provisioning, and admin flows are designed to help you move from demo interest to a real buyer conversation.
What is already in the product
- Branded client onboarding flow
- Advisor-scoped dashboard access
- Compliance review states and field flags
- Trial lead capture and lifecycle events
- CSV export and downstream webhook hooks
- Portal user management for owner, ops, and advisor roles
Next step