Templates Library

Your central repository for a variety of pre-built, thoroughly tested forms that are ready for immediate use.

‍

Overview

The Templates Library in Finpace is designed to streamline your workflows and improve efficiency by addressing common client interactions, such as onboarding, client updates, account openings, and more.

While these forms are highly functional out-of-the-box, you also have the ability to customize them to better fit your firm’s specific needs and branding.

‍

As mentioned above, you can customize these pre-built forms to your needs and liking. Please refer to this Templates Masterclass to see how.

‍

Key Features of the Templates Library

1. Pre-Built, Tested Forms
The forms in the Templates Library are built and tested by Finpace to ensure they meet the highest standards for functionality and compliance. They cover a variety of scenarios, from client onboarding to ongoing service, and can be used immediately upon adding them to your account.

2. Customization Options
While these forms are ready to use, you can customize them to match your firm's specific requirements. This could include adjusting the content, adding custom fields, or modifying workflows to fit your processes. To learn more about customizing templates, refer to our Templates Masterclass.

3. View Form
To get a quick overview of what a particular form can do, click the View Form button within the container of the form you're interested in. This allows you to see a brief summary and decide if it meets your needs.

4. Add to My Templates
If you know a form fits your needs and you're ready to use it, click Add to My Templates. This will move the selected form into your personal templates library, where you can use it as is or customize it further.

5. Custom Branding
If you want forms to reflect your firm’s branding, including removing any mention of Finpace, we offer custom development services. Click Request A Quote to connect with our team and discuss how we can build forms that are fully aligned with your firm’s brand identity.

‍

How to Use the Templates Library

Step 1: Access the Templates Library
Log in to Finpace and navigate to Finpace > Operations > Templates Library. This will display a wide selection of pre-built forms available for immediate use.

Step 2: Browse Available Forms
You can browse the forms by category or search for specific use cases, such as onboarding, client updates, or account opening. Each form comes with a View Form option to give you an idea of its functionality.

Step 3: Add to My Templates
Once you’ve found a form that works for you, click Add to My Templates. This will copy the form to your own templates, where you can further customize it or start using it immediately.

Step 4: Customize Forms
If you’d like to modify the form to better fit your processes, you can do so by adjusting fields, workflows, or design elements. This customization ensures the form works specifically for your firm.

Step 4: Branded Forms (Once added and you're in 'My Templates')
If you’d like to ensure brand consistency within the platform, make sure you have your logo and icon uploaded into your settings. Learn how here. Once you've added a form to your library, you can go into the specific form and adjust the settings to include your logo for recognition by your customers. This will reduce adverse feelings, confusion and reluctance to share personal information with you online.

‍

‍

‍Step 5: White-Labeled Forms
To create fully branded forms that do not mention Finpace, you can request custom development services. Contact our team by clicking Request A Quote to explore how we can tailor forms to your branding and specifications.

‍

Custom Work

If you want your forms to match your branding, with no mention of Finpace, this is possible but requires paid development work from our team. Simply click 'Request A Quote' to connect with us and bring your ideas to life.

‍

Conclusion

The Finpace Templates Library is a powerful tool for streamlining client interactions and improving operational efficiency.

With a wide range of pre-built, highly functional forms that you can easily customize, the library offers a flexible solution for financial advisors. Whether you need immediate use forms or fully branded custom solutions, the Templates Library is designed to meet your needs, saving time and effort while enhancing client service.