Web Forms
Go to Finpace > Operations > Web Forms to get started.
Overview
Web Forms will be a key function during your time with Finpace, as they are the fastest way to gather customer data at every stage of your process—prospect, client, and ongoing service.
Form Status
Within the Web Forms tab under Operations, you will see a data table that tells you exactly where everyone is in your process. The status titles are as follows:
- All
- Awaiting Client
- Awaiting Advisor
- Completed
- Canceled
- Draft
All
This is where you'll find every form you've started, completed, and everything in between. You can easily search by client or filter by start and end dates.
Awaiting Client
Every form that has not been accessed, reviewed and/or completed by a customer will live here.
Awaiting Advisor
All forms that have been completed by your customers but not the advisor attributed to that form, will show up in this section.
Completed
Every Web Form completed by both your customer household and the corresponding advisor will appear in this section.
Canceled
Any form that has been canceled, for any reason, will appear in this section.
If a form is canceled by you, by your team or by your prospect/client, Finpace requires explanation as to why.
The explanation as to why this form was canceled will live in your Ledger and automatically improve your compliance record-keeping.
Draft
The Draft section is where you will see every form that has been started, but is not ready to send out for review and completion.
FAQs
Web forms in Finpace are customizable online forms used for client data collection, onboarding, updates, and more. They allow clients to easily submit information digitally, which is then automatically synced to your workflows and client management systems. These forms replace clunky PDFs, Excel spreadsheets, and the outdated practice of pen-to-paper data gathering, making the process seamless and efficient.
Yes, Finpace web forms are fully customizable. You can adjust fields, add custom branding, and modify workflows to fit your firm's specific requirements, ensuring each form collects the exact information you need.
Absolutely. Finpace web forms are built with security in mind, offering features like encryption, one-time passwords (OTP), and two-factor authentication (2FA) for sensitive data collection, ensuring that client information is kept safe.
You can deploy web forms by sending them directly via email, providing a public URL, or integrating them into your client portal. Once sent, clients can complete the forms online, and the data will sync back to your Finpace mini-CRM instantly.
Absolutely. Finpace web forms are built with security in mind, offering features like encryption, one-time passwords (OTP), and two-factor authentication (2FA) for sensitive data collection, ensuring that client information is kept safe.
Yes, Finpace web forms can be used for onboarding new clients, gathering updates from existing clients, or handling any other data collection needs at various stages of the client relationship. Existing clients will receive a form partially, if not fully filled out for ease and speed!
If a client loses their form link, you can easily resend the form via email from within the Finpace system, ensuring a smooth and seamless process for both you and the client.
Yes, Finpace can instantly migrate data collected within web forms to CRM systems like Salesforce, Redtail, and Wealthbox, ensuring that client data flows seamlessly into your existing systems.
