Case Study: First Ascent Asset Management streamlines advisor onboarding with Anvil

First Ascent Asset Management, LLC - Customer Case Study

First Ascent Asset Management, LLC is a Denver-based asset management firm serving independent investment advisors with a Turnkey Asset Management Program (TAMP). As its business grew, First Ascent faced a complex, document-heavy onboarding process that required clients to manually complete and duplicate information across multiple custodial forms, creating inefficiency and risk of human error. To modernize this experience, the firm partnered with Anvil.

Anvil implemented a customized automated workflow that connected First Ascent’s proprietary onboarding platform to dynamic online forms, smart validation, electronic document completion, and e-signature services, with completed documents sent directly to the custodian for account opening. The solution eliminated manual document handling and reduced onboarding from hours to just a few minutes, improving efficiency, supporting scale, and helping First Ascent serve more advisors and clients without adding staff or sacrificing service quality.

First Ascent Asset Management, LLC

Travis Nelson

Director of Client Service and Operations