Nidus Automations
The Zero-Entry Onboarding System for RIAs.
Eliminate NIGO errors, stop chasing wet signatures, and route client data securely into Redtail or Wealthbox—without hiring more admin staff.
See the "Zero-Entry" Workflow in Action.
We recorded a 4-minute technical breakdown showing exactly how to route client data from a secure form directly into Redtail or Wealthbox—with zero manual typing and 100% NIGO validation.
How Our Automations Handle the Entire Onboarding & Intake Process
Our onboarding automations are designed to manage the full intake process for financial advisors—from the first client submission to completed, CRM-ready paperwork—without adding operational complexity.
Client information is collected once through a secure intake flow and validated in real time to prevent errors before submission. Required account paperwork is automatically generated and pre-filled using that data, then sent out for e-signature without manual intervention. Once completed, all finalized documents and client details are routed directly into your existing CRM and custodial systems.
This removes the need for re-keying data, chasing missing information, or fixing NIGO issues after the fact. Instead of reacting to errors, your team operates from a clean, controlled intake process that runs consistently in the background.
By automating onboarding end to end, advisors and ops teams reclaim time, reduce operational risk, and remove the bottlenecks that limit growth. The result is a system that allows you to onboard more clients without hiring additional staff—while maintaining clarity, consistency, and compliance at scale.
Engineered to work seamlessly with your existing stack.
"Working with Devin has been a game-changer. He built a custom automation tool that streamlined key processes, cut down on manual work, and reduced overhead costs significantly. The result is a leaner, more efficient operation with systems that are built to scale. Devin has an incredible ability to take complex business needs and translate them into practical, powerful software solutions"
"Working with Nidus has been exceptional. His technical expertise and problem-solving approach consistently deliver exactly what we need. Devin is incredibly knowledgeable about automation systems and AI integration, but what really sets him apart is how easy he is to work with. He takes the time to understand our business needs and translates them into practical, working solutions. His professionalism and reliability make him someone we trust with our most important automation projects."
He asked me what I wanted every step of the way and then delivered. Polite, professional, dedicated, and talented. I can’t recommend him highly enough.
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