Client Data,
Delivered in Minutes.
Make it easy for wealth management clients to share the information you need. A modern and secure experience that feels like an upgrade, not a chore.
Don't Let Data Gathering Slow You Down
The traditional way creates friction for you and your clients. There is a better way.
The "Homework" Approach
Friction at the first step and a slow path from interest to action.
- Clients are given fact finders and checklists with little instrcution.
- "I’ll get to it this weekend" quietly becomes weeks of delay.
- Questionnaires are long and difficult to complete.
- Feels like an administrative barrier to working with an advisor, rather than a helpful first step.
The Modern Experience
A mobile friendly experience that makes providing information feel effortless.
- A guided workflow that feels like signing up for a modern app.
- Mobile friendly so clients can complete everything on their phone.
- Secure institution connections with no manual data entry.
- A clean, tech forward first impression that increases engagement.
Trusted by advisors on platforms like…
How Overvue Works
One secure link collects what is needed. Clients complete a guided workflow. Your team receives clean and accurate data.
Send a secure link
Start from a template that matches the situation. Add the prospect name, email, and mobile. Overvue sends a secure link by text or email.
Client completes intake
Clients move through a simple flow. They connect accounts, share identity, answer required questions, and upload documents from any device without setting up a portal.
Your team reviews clean data
Overvue organizes responses, accounts, and documents in one view. Teams move straight into account opening or planning tools without the search for information.
Results That Matter
Firms using Overvue create a more modern first impression, which builds trust from the start. No more PDFs, outdated fact finders, or back and forth emails.
Clients complete everything you need in as little as 5 minutes.