ASWTI · Advyzon Client Onboarding (B2C)

From a name on a list
to a funded client.

The full onboarding journey, one step at a time. Each stop carries a status — and the two decision points are where that status actually changes. Open a step to see the work; mark it done to move the client forward.
Advyzon Client Onboarding Workflow · Briggs Financial Group

Status
Individual Contact
→
Status
Household Prospect
→
Status
Household Client
0 of 11 steps
ASWTI · A Smarter Way To Invest™ 11 steps · 2 decision points