Wealth Management Automation

Onboard New Investors.
Offboard Old Headaches.

Enhance your client onboarding process and overcome information obstacles, helping your wealth management firm reach its full potential.

Wealth management automation solutions

How does wealth management automation benefit you?


Eradicate manual data entry and error-prone, paper-based processes for you, your clients, and your advisors.


Centralize your critical documents in a single repository, accessible securely from anywhere and at anytime.

enhanced client onboarding

Expedite new client onboarding and account creation.

Better forms. Better Experiences.

Provide mobile-friendly forms that are safe and secure.


Reduce security risks, compliance concerns, and audit preparation.

What's the value in a value-added reseller for financial services solutions?

With the right partner, an intelligent automation solution can shift your organization into modern-day processes and maximize efficiency.

How to Choose an Intelligent Automation Reseller

Digital transformation is happening across all industries as organizations use intelligent automation to shift their processes into modern-day systems. Now more than ever, these organizations are discovering the importance of finding a technology partner that can learn their business and meet all of their needs. A technology reseller is one

Read More
KeyMark receives an NPS score of 84!

KeyMark Earns Net Promoter Score of 84 Points

KeyMark Achieves its Highest NPS Score to Date (84), Marking Customer Loyalty and Growth KeyMark, a leading intelligent automation provider and value-added reseller, received a net promoter score of 84, marking the company’s highest score to date. Vice President of Operations Cameron Boland made the announcement. “Since KeyMark’s founding, we have focused on building the kind of mutually beneficial relationships

Read More
KeyMark named top commercial partner.

KeyMark Named Number One Commercial Partner by Hyland

KeyMark Named Top Commercial Partner, Plus Wins Platinum Partner and Diamond Support Awards! KeyMark, a leading intelligent automation provider and value-added reseller was recognized by Hyland as the top commercial partner for 2023. Hyland made the announcement during the 2023 Hyland Partner Virtual Event Series. In addition, KeyMark received Platinum recognition for top expertise as an OnBase content services provider

Read More

Go ahead. Be more productive.

Our experts work hard to make information easy for you and those you serve. When you’re ready for better, we’re ready to help.