Ditch the data entry
Send and receive forms in one easy-to-use portal. No scanning. No printing. Just simple, digital data capture.
Use the online AdvisorForms portal to collect all the data you need from new and existing clients. The client can provide (or update) their details anywhere, any time without the need to return a paper or scanned copy. Existing clients can review and confirm their details without having to fill in new forms each year. There’s no paper handling and no manual data entry. Just log in to see all of your clients’ data.
- Customise forms to capture relevant data only
- Avoid transcription errors with built-in error checking
- Save drafts
- Receive alerts when forms are completed
- Automatically update data in your systems
Your client data hub
No more shelves of binders. View all of your clients’ data in one central, easy-to-use dashboard.
A user-friendly dashboard gives you an overview of the status of your clients’ forms. Check for outstanding forms, review data to avoid compliance issues or simply track your team’s input to assess progress. AdvisorForms lets you pull, review and confirm data from other systems to avoid double handling. Centralise all of your clients’ details from all systems so you can get rid of the binders for good.
- Rely on a single technology (no dodgy scanners or printers)
- Ensure your clients’ data is secure
- Ensure data is correct and compliant
- Easily find client details