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Form Template Library
Form Template Library
Updated this week

Every user has access to the premade template library that is included in your monthly subscription plan.

You can add any template from the library to your My Templates section by clicking on it then click on the Install template button.

The library is organized by categories and the search bar lets you easily find the right template for your needs.

To preview a template, click on it and click the preview button.

Here is a list of form templates by category:
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Fact Finders

Estate Planning

Dynamic Fact Finder

Custodial Onboarding

Financial Goals

Household Structure

Household Structure (Wealthbox)

Household Structure (AdvisorEngine)

Household Structure (Docupace)

Household Structure (Salesforce Enterprise)

Quick Fact Finder

Financial Fact Finder

Financial Fact Finder (FPAlpha)

Financial Fact Finder (RightCapital)

Financial Fact Finder (Asset-Map)

Financial Fact Finder (Redtail)

Financial Fact Finder (eMoney)

Financial Fact Finder (XLR8)

Financial Fact Finder (SmartOffice)

Financial Fact Finder (Practifi)

Financial Fact Finder (MoneyGuidePro)

Lead Generation

Vacation Budget Planning

Free Investment Portfolio Review

Financial Wellness

Financial Consultation

5 Steps to Early Retirement

5 Biggest Investor Mistakes

Policies & Agreements

Investment Policy Statement

Client Service Agreement

Surveys & Polls

Tax Planning

Satisfaction Survey

Risk Tolerance Questionnaire

Onboarding Questionnaire

Other

Financial Fact Finder – Statement Upload

Tax Return Submission

Tax Filing Checklist

Strategic Partner Template

Estate Planning

2023 Tax Filing Organizer

Budget Worksheet

Student Debt

Social Security

Meeting Checklist

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