Wealth management is increasingly something clients do on the go. And with smart forms, you can reach them how and when they want. Streamline the grunt work of wealth management, so your staff can focus on maximizing returns and your clients can focus on enjoying them.
FormHero Studio lets you build your own smart forms to personalize, automate, and digitize any process or workflow. Convert paper or PDF forms into smart forms to go digital faster than ever. And with inherited styles and easy drag-and-drop tools, you don’t have to be a tech wizard to get started.
We never hold the data we process for our clients, so you can rest easy knowing that there’s no possible security risk. Any data is immediately returned to your databases, ensuring absolute security and keeping you compliant with the latest data management regulations.
Streamline how clients sign off on account changes or opt in to new products. With smart forms, you can build custom workflow processes that start with client approvals, engage clients halfway through, or are completed internally before being sent off for final client sign-off. Whatever your workflow needs, smart forms can help.
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Toronto, ON, M5B 2G9