Intake Orchestration Why both Pricing Watch it in action Request a demonstration

From cradle to trade.

Verdant Client is intelligent onboarding for Wealth & Asset Management, built natively on Salesforce. It reads the documents, prepares and creates the necessary paperwork, and captures the signatures — then turns the completed submission into a structured plan driven by people, automations, and AI working together.

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Onboarding a client should not take a week of an advisor's time.

For most organizations, bringing on a new client means rekeying data from documents, assembling the right forms by hand, and chasing signatures across a separate e-signature vendor. Then comes the coordination of the dozens of downstream tasks that follow — each in a different place, each easy to lose, with little accountability, tracking, or automation.

Verdant Client replaces that with one governed, intelligent flow.

Two products. One continuous journey.

Verdant Client is built in two parts. Each solves a complete problem on its own. Together, they form a seamless end-to-end journey — from cradle to trade.

Verdant Client Intake — for Wealth & Asset Management

Focus on clients, not paperwork.

Verdant Client Intake reads a new client's documents, structures the information, and assembles the paperwork the relationship requires — ready for your review.

  • Reads everything. The client documents you provide, your Salesforce data, and any instructions you add.
  • Structures the data. Into clean, populated records.
  • Recommends and generates the documents. The exact forms Operations will need.
  • Facilitates signing. In person or by email e-signature — with no per-signature fee.
Explore Client Intake
Verdant Client Orchestration

One plan, every team, nothing dropped.

Turn onboarding into a plan that runs in the right order and drives its own progress.

  • Builds the plan. Complex onboarding plans, assembled from your templates.
  • Tracks dependencies. The right groups are teed up at the right time.
  • Automates the work. Integrations, data updates, and notifications fire on their own.
  • Surfaces what matters. ETA and ballholder front and center, driving performance and accountability.
Explore Client Orchestration

Start with one. Or connect both.

Each product solves a complete problem on its own. Choose the one that meets your sharpest need today — the intake that ends manual paperwork, or the orchestration that coordinates every team.

Client Intake Tasks · owners · dependencies Orchestration plan

Run both, and the handoff between them disappears.

The moment a client's intake is complete, it becomes its execution plan — seeding Orchestration with the tasks, dependencies, and owners already captured. The gap where work usually falls between advisors and Operations simply closes.

This is the part no single tool does, because no single tool owns both halves.

Governed AI

AI does the work. People make the decisions.

Verdant Client uses AI to remove the busywork, not to replace judgment. It reads the documents and recommends what each client needs — but nothing proceeds until a person reviews and approves it. The result is a process that moves at the speed of automation and stays firmly in human hands.

AI proposes.

It reads each client's situation and recommends the documents and paperwork required.

People decide.

Every recommendation is reviewed and approved by your team before anything is created.

Document generation and e-signature, with no per-use fees.

Most organizations assemble onboarding from separate document-generation and e-signature vendors — each billed per user, per document, or per signature, with costs that climb as you onboard more clients. Those tools commonly run from tens to hundreds of thousands of dollars a year. In Verdant Client, both are built in, with no per-document or per-signature fees. The expense that used to scale with every client simply goes away.

Native to Salesforce. Not bolted on.

Verdant Client is built on the Salesforce platform your organization already runs — Client Intake on Sales Cloud, Client Orchestration on Service Cloud. If your firm is on Financial Services Cloud, you already have both. It works with the data, security model, and processes you already have, so there is no separate system to maintain, no data to synchronize, and no new place for your team to learn.

For organizations adopting Salesforce with a clean start, Verdant Client is ready from day one.

See how easy onboarding should be.

We will show you the whole flow — intake, generation, signing, and the plan that follows.

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