Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Brokers-Dealers
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Flexible online form builder used by advisory firms to collect client data and onboarding information.
Description
JotForm enables advisory firms to build custom digital forms for client intake and fact-finding with integration options to CRM and workflow tools.
APIs and Security
Public APIs
No
