White Glove Onboarding

A program designed to take advantage of the experience we’ve gained from guiding countless firms through the setup of a new workflow system. White Glove onboarding will get you up and running with Aero so that you can start to see the benefits as quickly as possible.

White Glove Onboarding

Why sign up for White Glove?

Aero offers multiple different resources to help you implement your new Aero account, but sometime firms want a more customized experience. White Glove onboarding is for firms who:

  • Don’t have time to devote to setting up their account
  • Need their account set up quickly and correctly
  • Want their setup to be guided by a workflow expert

How does it work?

Aero will take you through a guided setup that allows us to do the bulk of the work setting up your Aero account and leaves you free to concentrate on what you do best: delivering client services.

How much does it cost?

We’re offering this service for FREE!