Client Onboarding Purpose Guide the design and implementation of client onboarding workflows for wealth management and advisory firms. This skill covers the end-to-end process from prospect intake through funded account — including digital identity verification, suitability data collection, account type selection, document generation, e-signature, custodian submission, and initial investment. It enables a user or agent to design, evaluate, or troubleshoot onboarding systems that satisfy regulatory requirements while minimizing friction for advisors and clients. Layer 10 — Advisory Practice (F…