As you cant bespoke FF to ask a series of questions, i.e soft facts for example, Drawdown clients, pension planning, pre and post planning.
I used form builder to ask a series of questions to record soft facts, this is very important in the eyes of the FCA.
Your system enables you to creat forms and bespoke questions this is great! but only works when you send it to the client.
This is a lot to exspect a client to send back and answer questions, to even reply let alone in the correct way, why cant advisers use the forms to complete along with fact finds directly infront of the client, rather than have to send it to them only.
TBH I cant believe its not a feature already, sorry if this sounds funny, just find it odd.
Please authenticate to join the conversation.
Completed
Feature Request
Formbuilder
Almost 2 years ago

Lewis Bowman
Get notified by email when there are changes.
Completed
Feature Request
Formbuilder
Almost 2 years ago

Lewis Bowman
Get notified by email when there are changes.