📋 Simplify Client Data Collection

Gather key personal, financial and estate information—all in one customizable form.

Collecting client data doesn’t have to mean endless follow-ups and scattered spreadsheets. Our streamlined intake form is built to capture everything you need, from basic contact info to detailed financial and estate planning inputs—in one submission.

🔍 What You Can Collect:

• Basic client and household information

• Financial details like income, assets, liabilities

• Estate data including beneficiaries and trusted contacts

• Plus any custom questions specific to your business

🔁 Automated From Start to Finish:

With our QuickStart package, submitted data is sent directly to your CRM using a pre-built Zapier template—keeping client records up to date without the manual entry.

✨ Bonus: Schwab Paperwork Ready

This form is also prepped to prefill Schwab client paperwork, available through our White Glove Automation service—making onboarding smoother than ever.