A simple questionnaire that generates and sends a customized list of documents needed based on the client’s personal financial situation.
A pre-formatted note-taking form to be used during a client meeting. When form is submitted, meeting summary email is sent to client(s) and advisor.
A form that facilitates and streamlines the referral-making process for clients or COIs. Pre-set template that requires only the entry of a few pieces of simple information to send a referral email to another person.
An easy-to-follow intake form that makes gathering prospect data simple. Pre-screen potential clients and use the data to foster conversation.
A form designed to estimate the client's readiness for retirement and make suggestions as to how to get on track if funding is short.
A form designed to gather data from a new client, including information needed to start investment account opening or transfer paperwork.
A two-part course. Learn how to create and customize a simple, online questionnaire to collect prospect or client data.
Learn how to use conditional logic, pass data between links and complete calculations.
All JotForm courses. Save 20% when you buy all 3 courses as a bundle!