We're building a new onboarding tool for financial advisors and are looking for feedback on its design and user experience. We'd love to speak with financial advisors, planners, or portfolio managers who have personally onboarded onto a portfolio management or rebalancing platform (e.g., Vestmark, Envestnet, Orion, BlackRock 55ip) within the past 6-12 months, as your perspective will help us evaluate whether our approach makes sense. The session will take approximately 45-60 minutes and will involve reviewing and reacting to some early designs — no preparation needed.