Templates
This section is best described in video. Please use the link below to get a masterclass in Finpace Templates.
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Overview
Templates allow you to create, customize, and deploy forms and documents for various client interactions.
Whether you’re handling onboarding, account updates, or compliance forms, the Templates section gives you a foundation to build upon. By using pre-built templates, you can streamline your processes while maintaining flexibility to adjust as needed.
Key Features of Templates
- Pre-Built Forms: Use Finpace’s ready-made forms that cover common client scenarios such as onboarding, disclosures, and client updates.
- Customizable Fields: Tailor each template to your firm's specific needs by adding or removing fields, adjusting workflows, or modifying design elements.
- Template Library: Access Finpace’s Template Library for additional forms that are pre-tested and ready for immediate use.
- Branded Forms: Customize templates with your firm’s branding, ensuring a professional and consistent experience for clients.
How to Use Templates
- Access the Templates Section:
- Navigate to Finpace > Operations > My Templates from the Finpace dashboard.
- Here, you can view, import, edit and/or create new templates.
- Customize Templates:
- Select an existing template or create a new one.
- Adjust fields, workflows, and design elements as needed to meet your specific requirements.
- Add any custom fields that capture unique client information.
- Deploy Templates:
- Once your template is ready, it can be deployed to clients with a few clicks.
- You can save templates for reuse, ensuring consistency across different client engagements.
Conclusion
Templates in Finpace offer a flexible, time-saving solution for managing client forms and documents.
Whether you’re using pre-built forms or creating customized versions, Templates ensure that your processes remain efficient, consistent, and professional.
FAQs
Templates in Finpace are pre-built forms and documents that you can customize and reuse across various client interactions. They help streamline your processes by allowing you to quickly deploy standard forms like onboarding, disclosures, and client updates.
Yes, all pre-built templates are fully customizable. You can adjust fields, workflows, and design elements to create forms that are tailored to your specific client requirements.
To access the Template Library, navigate to the Templates section in Finpace, where you can browse, view, and add pre-built forms to your personal templates for customization and deployment.
Yes, you can customize templates to include your firm’s branding. This ensures a professional look and feel for all client interactions, with no mention of Finpace, if desired.
To access the Template Library, navigate to the Templates section in Finpace, where you can browse, view, and add pre-built forms to your personal templates for customization and deployment.
