RIA onboarding software that looks modern to prospects and works for ops.
Marengo gives RIAs a cleaner client onboarding flow, scoped advisor workspaces, review controls, and a trust story you can actually use in sales and diligence.
Better fit for firms that need a premium first impression and a cleaner operational handoff.
Client experience
The onboarding flow feels current on desktop and mobile, which matters when the first impression affects conversion.
Advisor and ops workflow
Submissions land in a scoped portal with review states, flags, exports, and audit context instead of a dead-end form.
Trust and diligence
Security, privacy, incident response, vendor, and SOC-readiness materials are already available for internal review.
Best fit
RIAs and wealth teams that want to improve client intake now, prove the workflow fast, and scope deeper rollout work later.
Not the best fit yet
Firms that need a fully custom CRM, custodian, or supervisory integration before they can run even a single realistic pilot.
Next step
Start with the demo or instant trial, then decide whether Guided Launch, Growth Team, or a higher-touch rollout is the right commercial path.
Send high-intent traffic here, route colder traffic through the walkthrough, and use the trial for qualification.
This page is designed for search intent around RIA onboarding software and should convert better than a generic homepage.