Client Onboarding Software for Advisors

Remove the friction from onboarding. Collect the right data upfront and turn more prospects into clients — without adding more work to your team.

Overvue helps RIAs onboard new clients faster. Whether you're collecting financial account data, chasing down tax returns, or preparing forms, Overvue automates the manual work and gives your team a clean, complete starting point. Our platform is purpose-built for advisory firms that want to modernize intake without overhauling operations.

What Makes Overvue Different

A better experience — for your team and your prospects

Data Aggregation

Send a secure onboarding link — Prospects connect accounts, verify their identity, and complete your custom intake questionnaire.

File Collection

No more email or seperate file share link. Request files like tax returns, trust docs, or driver's licenses — they upload directly to your onboarding workflow.

Simple Onboarding

No login or password setup. Prospects tap the link and submit everything securely from their phone or laptop.

Designed for RIAs

Overvue isn't generic intake software. It's built around how advisory firms and wealth managers actually work:

  • Suits both small teams and multi-advisor firms
  • Supports remote or in-person onboarding
  • Custom intake workflows tailored to your firm
  • Secure account aggregation and document collection
  • Tracks onboarding progress so nothing slips through the cracks

Results That Matter

Firms using Overvue create a more professional first impression — that builds trust from the start. No more PDFs, spreadsheets, or "can you resend that" emails.

Frequently Asked Questions

Our goal is to make it possible for a prospect to share everything in just a few minutes. We remove barriers like login screens and guide them through a streamlined workflow. The experience is designed to feel more like signing up for the latest app — not a tedious scavenger hunt.
All data is encrypted in transit and at rest. We follow strict data privacy regulations to protect your clients' sensitive information. Request a security protocol from us to see all the details.
Through our integration, prospects can connect virtually any financial account including checking, savings, investment accounts, 401(k)s, IRAs, and accounts from over 11,000 financial institutions.
Yes! You can customize forms, specify which documents to collect, and tailor the experience to match your firm's specific onboarding requirements.

See Overvue in Action

Book a quick walkthrough and see how RIAs are using Overvue to modernize onboarding without adding more software headaches.

Schedule Demo