Client Data Gathering Software for Wealth Management | Streamline Financial Data Collection

Client Data Gathering for Wealth Management

Clients complete identity verification, file uploads, account connections, and custom questionnaires — all from one simple link.

Overvue improves client data collection through secure, personalized links sent via text or email. No logins required — clients simply tap the link and beigin organizing and sharing their financial lives. Everything flows directly into your secure dashboard.

Four Essential Features, One Link

Clients complete everything from their phone or computer

Identity Sharing

Clients verify their identity through a private data provider. Advisors receive clean and verified information upfront, building trust and reducing errors.

File Share

Clients upload tax returns, bank statements, investment reports, estate documents, and any other files you request — all through the secure link with no separate file sharing needed.

Account Aggregation

Direct connection to investment accounts, bank accounts, and retirement plans from 11,000+ financial institutions. Real-time data sync giving you clear insight into their current holdings.

Custom Questionnaires

Tailored intake forms for risk assessment, financial goals, investment preferences, and client-specific questions. Fully customizable for different client types and situations.

Built entirely for Financial Advisors

No client portals, no passwords, no friction — just secure, compliant data collection:

  • Send personalized secure links via text message or email
  • No client login required — works on any device with internet
  • Bank-level encryption for all data transmission and storage
  • Compliance-ready with full audit trails and documentation
  • Tracks progress so nothing slips through the cracks

Transform Your Client Experience

Wealth management firms using Overvue create a more professional first impression which builds trust from the start. Clients complete everything you need in as little as 5 minutes.

We Are the Alternative to PDFs and Forms

Modern client data gathering software tool that replaces outdated manual processes

For years, wealth advisors have relied on fillable PDFs and static intake forms to gather client information. These outdated methods create friction for prospects, slow down onboarding, and often result in missing or inaccurate data.

The wealth management industry is shifting, and client expectations are higher than ever. Every other service in their lives, from banking to healthcare, offers fast digital experiences. Yet many advisors still rely on manual methods to collect financial data.

A modern data gathering tool gives advisors clean, verified information upfront, reduces errors, and ensures compliance — all while creating a professional experience that builds trust from the first interaction.

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.
You send a personalized secure link via text or email to your client. They tap the link and complete identity verification, file uploads, account connections, and questionnaires in one streamlined flow. No passwords or account creation required.
Each link is uniquely encrypted and expires after completion. 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.
Absolutely. Create different link templates for various client types — some may only need account aggregation, others might require full identity verification and document uploads. Customize questionnaires and required fields for each situation.
Yes, you can send secure links through SMS text messages or email, depending on your client's preference. The platform tracks delivery and completion status for both methods.

See Overvue in Action

Discover how leading wealth management firms are transforming their client data gathering process. Schedule a personalized demo to see the platform tailored to your firm's needs.

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