Client Doc Chaser.
Already built.
Our idea search suggested this for financial advisors, then checked it against what already exists. The search found it covered, so we dropped it.
Is there already an app for Client Doc Chaser?
- Verdict
- Already built
- Why we dropped it
- OnBord already sends automated text and email reminders to clients who have not finished submitting documents.
- What the search found
- OnBord onbord.io
Sends automated text and email reminders to clients to finish incomplete document submissions.
- OnBord onbord.io
- Found while researching
- Ideas for financial advisors, 29 September 2026
Treat this as a strong first pass, not a final verdict. Open the link and judge for yourself.
Taken does not mean closed.
The broad version of this idea exists. A narrower one, for a specific buyer, city or step in the work, might not. Run the free search with what you know and who you can reach. It drops what is taken and shows what is still open.
Still open for financial advisors
These survived the same search.
Fee-Only Lead Swap
A private board where fee-only advisors post leads they cannot serve and pick up leads from other fee-only advisors.
Custodian Transfer Tracker
One board that shows every account transfer between custodians, which step is stuck, and who to call.