4. Focus on tenant onboarding. Establish a positive relationship right from the beginning by providing a comprehensive onboarding process for new tenants. Clearly communicate expectations ...

I hear a similar story too often. Workflow is the way to smooth virtual onboarding. Companies have had to innovate quickly to meet customer demand, but most of them are nowhere close to ...

The digital onboarding workflow also now gives advisors the option ... including individual and joint tenant, Roth and rollover IRAs, and living trusts. Last year, digital onboarding was enhanced ...