e-Forms Financial
Discover a new way of completing forms and become more efficient. Link one of 14 contact management databases to extract client data and populate any one or a number of over 800 forms and fill the rest of the fields electronically.
- Easy to use
- Reduces errors
- Improves customer satisfaction
- Completes forms online
- Reduces the amount of time needed to complete a form
- Customized to fit into any work environment and database structure
- Significantly reduces rejection rate
FreeForms Financial
Use the e/Forms technology for free. No charge involved at all for financial advisors. Same functionality of the retail version of e/Forms but with a smaller subset of forms sponsored by the form owners.
- Easy to use
- Reduces errors
- Improves customer satisfaction
- Completes forms online
- Reduces the amount of time needed to complete a form
- Customized to fit into any work environment and database structure
- Significantly reduces rejection rate
PDForms
These PDF documents have been created so that you can use them just as you would in a typewriter. Save the forms to your computer, fill in the forms online, and then print or email. It is that easy!
- Eliminate the cost of printing and mailing pre-printed forms
- Eliminate manual validation and data entry
- Automate data collection and trigger other business processes
- Improve customer service
- Reduce form rejection