Home / Client onboarding / Docked
Docked
Client onboarding where your own AI agent completes setup tasks in client accounts after the client approves. ↗ docked.ai
Pricing
Free for one operator, no credit card required. AI-provider charges are separate.
Integrations
Not verified We found no named integrations list on the pages we checked.
Security & compliance claims
None found We found no security claims on the pages we checked.
These are the vendor's own claims, not our audit. Ask for the SOC report, data-retention terms and archiving details.
Our take
Not built for advisors; it's a general onboarding tool. 'Bring your own AI agent' means your firm's AI policy applies.
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