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.
Stress-free collection and consolidation
Gathering your client’s data couldn’t be easier. Simply email them a link and have them fill in their own details online. Once you’ve both reviewed for accuracy, their information syncs straight to your financial system. Freeing you up to do more of what you love – advising.
See all your client data on a central dashboard with Advisorforms
AdvisorForms integrates with iress, Xeppo, MYOB and Xplan. Your system not listed? No problem. Talk to us about our custom integrations.
Import, export and sync with ease
Data syncing in a fraction of the time that manual entry takes.
Keep your data clean with single data entry.
Two-way syncing for the ultimate in convenience.
In this FREE guide, we show you how to migrate all your data to XPlan in 8 simple steps.