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 create and customize confirmation emails and PDFs.
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!
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