Annual Review
Send clients a structured pre-review questionnaire before their annual meeting. They fill it at their own pace — updating goals, flagging life changes, and noting questions for the advisor. You receive completed, pre-filled review documents before the meeting starts.
Live demo · No account needed
Open the sandbox, answer a few questions, and watch the PDF auto-fill. No sign-up, no credit card required.
Open live sandboxHow it works
Upload the annual review questionnaire or client profile update form you use. Any PDF.
Two to three weeks before the review, send each client a unique interview link. They fill it on their phone or laptop at their convenience.
Autosave lets clients start, pause, and return. They gather account statements and reflect on their goals before finishing.
Download the pre-filled review document before the meeting. Walk in prepared to advise, not to collect data.
What the interview collects
Who uses this
RIAs and broker-dealers use annual review questionnaires to collect updated client information before review meetings, satisfying suitability and ongoing advisory documentation requirements.
Multi-advisor teams standardize the pre-review questionnaire so every client interaction is consistent, regardless of which advisor manages the review.
Agents conducting annual coverage reviews use questionnaires to collect updated health, property, and life changes that may affect coverage recommendations.
Related
Upload your form, map the fields, and send your first session today.