Financial Advisors · Annual Review
The most productive annual reviews start with clients who've already reflected on their goals, updated risk tolerances, and flagged life changes. Docuplete sends a guided pre-review questionnaire, captures client responses, and auto-fills your review documents — so you walk in prepared, not collecting data.
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 sandboxThe problem
Calling each client to gather account updates, life changes, and updated goals before the review consumes hours of advisor time every cycle.
Without a pre-meeting questionnaire, clients answer off the top of their head — responses are incomplete and require follow-up.
Time spent filling forms during the meeting is time not spent on advice and relationship building.
Without a structured process, information captured varies by client and advisor, making compliance documentation difficult.
How it works
Upload your annual review questionnaire or client profile update form. Any PDF works — even multi-page forms.
Two to three weeks before each review, send the client a unique interview link. They complete it when it's convenient.
Autosave means clients can start, pause, and return. They gather account statements and life event details before finishing.
Before the meeting, download the pre-filled PDF with updated goals, risk tolerance, and notes. Walk in ready to advise.
What the questionnaire captures
Set up Docuplete once, send pre-review interviews every cycle. Clients fill, you advise.
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