Wealth Management
Modernize Your Advisory Business
Wealth Managers, RIAs, and Broker-Dealers trust Under to help them offer digital account opening to their clients.
Wealth Managers, RIAs, and Broker-Dealers trust Under to help them offer digital account opening to their clients.
1
Connect Your Application's PDF (Optional)
Financial application, legal agreement, or purchase order? You can upload, map, and link your paperwork to any application.
2
Customize A Digital Application
From "contact us" forms to full merchant processor agreements, our templates have you covered.
3
Automate Decisions
Stop fraud at the door. We’ll show you how to identify the right customers and automate your underwriting process.
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