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Questionnaires – Efficiently Gather Client Information
Program questionnaires gather all the information from your client required to complete the projections for the specific program. The questionnaires match the data input order of the program, aiding in straightforward entry the client’s data. Questionnaires are available through your program by going to the help menu and selecting questionnaires.
Looking for online data gathering? Secure Online Planning Survey is a web based data gathering tool, which allows your clients to safely enter their data online and send it to you. When you receive the data you can open it directly in Easy Money and Golden Years (TOTAL Planning Suite) or Silver Financial Planner, saving data input time.
Easy Money & Golden Years (TOTAL Planning Suite)
Distribution Solutions
Print Style is designed to be printed out and filled in by hand.
Form Style is designed to be filled in using MS Word.
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