The Digital Review Form will allow you to send your existing clients a digital form to update their financial information before your next meeting.
To access the Digital Review Form, the contacts' profile (client or spouse) must have the basic information and at least a field in the Asset, Liability, Income, Expenses, or Investment page.
For Basic information, the required fields are:
1) Preferred Name,
2) Gender,
3) Residency,
4) Employment Status,
5) Date of Birth,
6) Smoking Status,
7) Marital Status,
8) Nationality,
9) Employment Status,
10) Tax Status
We have labelled the form to guide you on what is optional and what is required.
