The new Onboarding Form simplifies and streamlines client intake by efficiently gathering essential client information. Fully integrated with AdviserLogic’s Fact Find module, it ensures seamless data flow, eliminating redundant data entry and improving accuracy across client records.

With an intuitive layout, the form captures personal details, financial objectives, and preliminary risk profiles right from the start, providing a strong foundation for financial planning.

By enhancing the advisory process—from initial client engagement to comprehensive fact-finding—this tool saves time, reduces administrative workload, and ensures a single source of truth for client data. With these improvements, AdviserLogic continues to empower you to deliver efficient, personalised, and high-quality financial advice.

Our onboarding Fact Find form is designed to streamline new client intake in AdviserLogic by integrating with JotForm, using a one-way Zapier connection.

Once a client completes the JotForm form, their details automatically create a new client profile in AdviserLogic.

This one-way flow ensures a smooth data intake, but it’s limited to new client data capture. Information from AdviserLogic does not feed back into JotForm, so existing clients are unable to view or update their details using this form.

This integration aims to simplify onboarding, focusing solely on new client profiles rather than updating or modifying existing ones, creating a clean and efficient setup for client data management in AdviserLogic.

The standard solution, including branding colour adjustments, is offered at approximately $500 + GST. Customization beyond this basic setup may be arranged, with additional costs based on specific requirements.