Wealth Management Client Onboarding
Welcome a new wealth management client and walk them through the onboarding process.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Sends a welcome and onboarding email to a new wealth management client with account setup instructions.
- Wealth management welcome
- New client onboarding email
- Investment account setup
Fields your team can fill in
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Subject
Welcome, client_first_name — Let's Get Started
Hi client_first_name,
Welcome to the firm. I'm advisor_name, and it's a privilege to begin working with you. This email is the first step in your onboarding process, and I want to make sure you feel confident and informed from the very start.
YOUR ACCOUNT
• Account Number: account_number
• Client Portal: portal_url
• First Strategy Meeting: first_meeting_date
YOUR NEXT STEPS
• onboarding_steps
Your welcome packet is attached — it includes an overview of our firm's investment philosophy, a description of our services, important disclosures, and the forms you'll need to complete the account setup process. Please review it at your earliest convenience.
HOW WE WORK
Our approach starts with understanding your full financial picture — your goals, your timeline, your tax situation, and your comfort with risk. Everything we recommend flows from that foundation. We don't believe in one-size-fits-all strategies, and we don't earn commissions on product sales. Our interest is aligned with yours.
CLIENT PORTAL
Once your account is funded, you'll be able to access your portfolio performance, statements, and account documents through our secure client portal at portal_url. I recommend setting up your login before our first meeting so we can walk through it together.
I look forward to our first meeting on first_meeting_date. In the meantime, please reach out at any time — me::phone.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
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Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
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