1Forms
Guided data gathering.
Intuitive, step-by-step forms instead of 14-page fact finders. Build custom questionnaires and required fields for every client type.
Custom formsRequired fieldsPer-template
NewOvervue + Wealthbox integration→
Client data, deliveredin minutes.
Send one secure link. Clients verify their identity, connect their accounts and upload documents from their phone, with no portal and no fact-finder homework. Your team gets clean, organized data in one view.
Secure link sent by textFull household intake · Jordan Lee
HHarbor & Pine Wealth
Start
Hi Jordan, let's get you set up.
Harbor & Pine has asked for a few details. It takes about 5 minutes.
- Verify your identity
- Connect your accounts
- Upload documents
- Answer a few questions
Get started
Verify your identity
Fast, secure and encrypted.
Continue
Connect your accounts
Secure connections. No manual entry.
CK$48,210
Checking
••4021
BR$1.21M
Brokerage
••7730
IR$386K
Roth IRA
••1184
4K$1.20M
401(k)
••5502
Continue
Upload documents
From your phone, camera or files.
PDF
2025 tax return
PDF
Trust agreement
PDF
Estate plan summary
Continue
How do you feel about market swings?
Question 12 of 12
I'd rather avoid them
Some are fine for growth
I'm in it for the long run
Submit
You're all set.
Harbor & Pine has everything it needs.
No portal, no password, no homework.
JL
In progress
Lee household
Full intake · sent 9:41 AM
Identity
ID + verification
Waiting
Accounts
Aggregated balances
Waiting
Documents
Encrypted file share
Waiting
Questionnaire
Custom form
0 / 12
Time to complete0:00
ReviewSend to Wealthbox
Trusted by advisors on platforms like
Overvue + Wealthbox New integration
Overvue + Wealthbox New integration
Don't let data gathering slow you down.
The traditional way puts friction at the first step. Here is a typical "homework" intake next to an Overvue link, on the same timeline.
Day 0Week 1Week 2Week 3
The homework approachFact finder + email
PDF fact finder emailedDay 0
"I'll get to it this weekend"Day 4
Follow-up email #2Day 9
Statements missingDay 14
Scans arrive, half legibleDay 18
Finally completeDay 22
With OvervueOne secure link
Done in 4m 52s. Your team is already reviewing.
Homework timeline is illustrative.Clients complete everything in as little as 5 minutes.
The "homework" approach
Friction at the first step and a slow path from interest to action.
- Fact finders and checklists with little instruction.
- "I'll get to it this weekend" quietly becomes weeks of delay.
- Long questionnaires that are hard to complete.
- Feels like an administrative barrier, not a helpful first step.
The modern experience
A mobile-friendly flow that makes sharing information feel effortless.
- A guided workflow that feels like signing up for a modern app.
- Completed entirely on the client's phone.
- Secure institution connections, no manual data entry.
- A clean, tech-forward first impression that builds trust.
One link in. Clean data out.
1
Send a secure link
Start from a template that matches the situation. Add the prospect's name, email and mobile, and Overvue sends a secure link by text or email.
TemplatesText & emailFully customWhite-labeled
New client linkHarbor & Pine
Accounts onlyID + docsFull intake
jordan@…
(617) ···–0142
TextEmailBoth
Send secure link
Harbor & Pine WealthHi Jordan, here's your secure link to share your details with us. It takes about 5 minutes: secure.harborpine.com/start
2
Client completes intake
Clients move through a simple flow. They connect accounts, share identity, answer required questions and upload documents from any device, without setting up a portal.
Client experienceAccount connectionsFile uploads
Your checklist
0 of 4 complete
Share identityPhoto ID + selfie
Connect accounts4 institutions
Answer questions12 required
Upload documentsTax return, trust
No portal or password
Done on mobile
3
Your team reviews clean data
Overvue organizes responses, accounts and documents in one view. Teams move straight into account opening or planning tools, with no more scavenger hunts for client information.
Single source of truthWealthbox integrationFaster account opening
JL
Complete
Lee household
Completed in 4m 52s
OverviewAccountsDocumentsAnswers
Aggregated assets
$0
Brokerage401(k)Roth IRACash
Intake
IdentityVerified
4 accountsLinked
3 documentsReceived
12 answersComplete
Open accountPlanning toolsSend to Wealthbox
Everything onboarding needs.
Nothing clients dread.
Replace messy email threads and clunky portals with one secure platform that advisors and their clients both like using.
2Aggregation
Account aggregation.
Checking, savings, brokerage, 401(k)s and IRAs from over 11,000 institutions.
$0across 6 connected accounts
3KYC
Identity verification.
Clients share and verify ID during onboarding, supporting your customer identification and AML workflows.
Identity verified
4Vault
Secure file share.
Sensitive documents go through encrypted channels, not email attachments.
Encrypted vault
5White-label
Your brand, every link.
Templates per situation: accounts only, ID and documents, or a full intake.
secure.harborpine.com
Harbor & Pine
Get started
Firms using Overvue make a modern first impression that builds trust from the start. No more PDFs, outdated fact finders or back-and-forth emails.
0 minis all it can take a client to share everything you need
0+financial institutions clients can connect
0 linkby text or email. No logins, no portals to set up
0 viewfor responses, accounts and documents
Bank-level security, by default.
Client data is encrypted throughout the onboarding journey, and sensitive files never touch an inbox.
- Encrypted in transit and at restEnterprise-grade encryption protects every response, account and file.
- Identity verification built inVerify who you're onboarding before account opening.
- No email attachmentsDocuments go straight to an encrypted share, not a thread.
Lee household · intake recordEncrypted
Client device
Overvue
Your team
Live after one meeting.
Fully rolled out in three.
A complete implementation framework to launch Overvue, train your staff and standardize how your team collects data.
1
Meeting 1 · Day 1
Launch & configuration
Configure your account, align team permissions, apply white-label settings and send your first live onboarding link.
Account setupTeam sharingFirst link
2
Meeting 2 · Day 10
Workflow translation
Map your real process into Overvue, train staff on daily execution and define standard operating procedures.
Team trainingWorkflow mappingSOPs
3
Meeting 3 · Day 45
Optimization
Review adoption signals, fine-tune templates and support a complete rollout across your team.
Usage reviewFine-tuningFull rollout
Getting started takes a 15-minute call. You'll get your signup link and can start sending client links right away.
Simple, transparent pricing.
Start solo or bring the whole team. Scale as you grow.
20% offCommit to Overvue's implementation and save on your first 3 months.Solo practitioner
For independent advisors managing their own book, or trying Overvue out.
$157/ month
1 advisor seat
- Identity sharing & verification
- Account aggregation
- Secure file share
- 3 custom forms
- 5 client links per month
Most popular
Advisory team
For growing teams and businesses.
$210/ month
+ $52 / month per extra seat, up to 5
- Everything in Solo
- Team controls & shared access
- Unlimited custom forms
- Unlimited client links
Enterprise
More than 5 seats, or connecting Overvue to the tools you already use.
Custom
Unlimited advisors
- Everything in Team
- Unlimited advisors & databases
- Custom integrations
- Dedicated account manager
- Custom contracts & terms
Questions, answered.
How long does it take clients to complete?
Our goal is for a prospect to share everything in just a few minutes. We remove barriers like login screens and guide them through a streamlined workflow, so it feels like signing up for the latest app, not a scavenger hunt.
How secure is the data collection process?
All data is encrypted in transit and at rest, and we follow strict data privacy regulations to protect your clients' information. Request our security protocol to see the full details.
What types of accounts can prospects connect?
Virtually any financial account, including checking, savings, investment accounts, 401(k)s and IRAs, from over 11,000 financial institutions.
Can I customize the onboarding flow for my firm?
Yes. Create link templates for different client types: some may only need account aggregation, others full identity verification and document uploads. Customize questionnaires and required fields for each situation.
Didn't find your answer? Email inquiries@overvueproposals.com
Ready to transform your client experience?
See how one secure link replaces weeks of back-and-forth for your next client.