The Portfolio manager client onboarding template helps you collect documents and information in a structured, secure workflow. A template for portfolio managers to collect client information, documents, and investment preferences for account opening and ongoing management.
Who is this template for?
This template is designed for professionals in Finance, KYC, Customers, Portfolio Management. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 7 steps that your clients complete through a secure portal:
- Welcome (Information screen)
- Personal Information (Form) – Fields: First Name, Last Name, Date of Birth, Country of Residence, Email Address and more
- Account & Investment Profile (Form) – Fields: Primary investment objective, Investment horizon, Investment experience, Additional information
- Identity Documents (Document upload) – Fields: Government-issued ID, Proof of address
- Financial Documents (Document upload) – Fields: Proof of funds, Tax returns, Employment or income proof
- Risk Tolerance Questionnaire (Form) – Fields: If your portfolio dropped 10% in a month, how would you react?, What level of portfolio volatility can you tolerate?, What is your primary concern when investing?
- Thank You! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Government-issued ID | Passport, national ID card, or driver’s license (photo and signature page). |
| Proof of address | Recent utility bill, bank statement, or similar document showing your address. |
| Proof of funds | Recent bank or brokerage statements showing liquid assets. |
| Tax returns | Last two years of personal tax returns. |
| Employment or income proof | Pay stubs, employment letter, or other evidence of income. |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the Portfolio manager client onboarding template?
It is a ready-to-use document collection template with 7 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Portfolio manager client onboarding template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “Portfolio manager client onboarding” template, and start collecting documents today. Check our pricing for details.