Real Sorvynn outputs · Client onboarding
From scattered documents to a review-ready account package.
Sorvynn assembles the paperwork, checks completeness, prepares the custodian's required forms, and asks a person only for missing information or the final approval.
New-client paperwork prepared — Michael & Susan Calloway
Sorvynn read the intake form and filled the custodian's account application, payment instructions, and margin request. Look it over — that's the whole job.
What Sorvynn prepares
It reads the intake, prepares the account application, standing payment instructions, and margin request for the selected custodian, then routes signatures.
What your employee decides
One focused review with the evidence attached: confirm what's right, supply anything missing, and send it for signature.
What the company keeps
The approval and any corrections become governed evidence for Operating Memory, so future onboarding can start closer to done.