Learn more about account opening solutions for
brokerages and clearing firms.

Arius enables wealth management firms to attract new customers, increase efficiency, and reduce costs by creating a personalized account opening experience.

OpenAdvantage oversees the account opening and maintenance process across the entire business, producing a single personalized agreement that requires one signature, while embracing recent compliance and privacy expectations.

OpenAdvantage delivers the benefits that matter most - to your firm, your investment advisors, branch managers and most importantly, to your valued clients. OpenAdvantage enables financial services firms to increase
operational efficiency, improve client service and reduce costs by providing a superior account opening experience.

Key objectives of account opening automation projects are:

- Accelerate account opens
- Accelerate account updates
- Reduce time spent on administrative duties
- Eliminate manual , error prone processes
- Reduce cost per account open: training, labor, transportation, etc.
- Reduce abandonment rates
- Increase compliance and mitigate risk
- Decrease Not In Good Order (NIGO) scores
- Improve compliance, security and document management practices

By leveraging Arius’ OpenAdvantage account opening platform, you will be able to immediately increase operational efficiencies, reduce costs and improve compliance while achieving a positive return on investment often within the first twelve months.