A paper-free future is closer than you think
Save 1.5hrs per client by slicing the time spent capturing and entering client information. AdvisorForms effortlessly records and syncs your client data with your System of Record. No manual data entry, transcription errors or lengthy new client onboarding process - just lots of time back.

Why You Need AdvisorForms

Get back to advising
How many hours do you spend scanning, printing, posting and chasing up forms? Not to mention entering that data into your System of Record (SOR).

Use our customisable online portal to collect data from both new and existing clients. Then receive alerts when forms are completed so you can sync the data directly with your SOR.

Spend more time advising, and less on administration, with AdvisorForms.

Turn clients into fans
First impressions are everything. That’s why a smooth new client onboarding process is vital for impressing your financial advisory clients.

With AdvisorForms, clients simply fill in their data online once, then you review it with the click of a button. Once you approve it, it automatically populates into your SOR. No paper forms or multiple manual data entries.

Talk about making an impressive first impression!

Keep your client data error-free and compliant
Is your client data full of typos – or worse, wrong information? Do you keep having to guess at a new client’s handwriting? AdvisorForms solves the issue by ditching manual data entry altogether.

Clients enter their own data directly into AdvisorForms, with built-in error checking. From there, you sync it directly with your SOR to avoid costly manual mistakes.

It’s the easy solution to protect you against bad data.