PDF Software / Financial Advisors

PDF software for financial advisors.

Financial advisors use more PDF forms per client than almost any other profession. New account applications, KYC intake, IRA rollovers, advisory agreements — each one is a manual bottleneck. Docuplete is PDF software built to automate this entire stack for advisory practices.

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How it works

Upload your PDF. Map fields. Send a link.

Step 1

Upload PDF

Any format — fixed, scanned, interactive

Step 2

Map fields

Visual drag-and-drop — no code required

Step 3

Client fills

Guided interview, any device, no account

Step 4

PDF generated

Answers placed at exact coordinates

Step 5

E-signed

OTP verification + RFC 3161 timestamp

Step 6

Delivered

Drive, HubSpot, webhook — automatic

Feature comparison

What Docuplete does that generic PDF tools don't.

Capability	Docuplete	Generic PDF reader / filler
Works with custodian-provided scanned PDFs	✓ Visual overlay	✗ Requires AcroForm fields
Guided interview collects suitability data	✓ Structured capture	✗ Client fills raw fields
KYC conditional logic (PEP screening, EDD)	✓ Built-in	✗ Not available
E-signature with OTP verification	✓ All plans	✗ Separate tool required
RFC 3161 timestamp (FINRA Rule 4511)	✓ All plans	✗ Not standard
HubSpot CRM sync on submission	✓ Pro+	✗ Not available
Batch annual review campaigns (CSV)	✓ Pro+	✗ Not available
REST API + TypeScript & Python SDKs	✓ Developer+	~ Varies

Fit

Who it's built for.

Good fit when…

You send the same PDF forms to many advisory clients
Your custodian forms are scanned or fixed-layout PDFs
You need OTP-verified signatures with an independent audit trail
You need FINRA-compliant record keeping without extra IT work
You want to trigger CRM updates automatically on form submission

Not the right tool when…

You need to create or design new PDF forms from scratch (use Adobe Acrobat)
Your only need is collecting signatures on prepared documents (use DocuSign)
You have no recurring PDF forms — each document is unique and ad-hoc

Features

Everything included.

Works with any PDF

Upload any PDF — fixed layout, scanned image, or AcroForm interactive. Docuplete's visual overlay doesn't require interactive fields. Map once, send indefinitely.

Guided interview — no PDF viewer needed

Clients answer a guided interview on any device. No PDF reader required, no download, no account. Docuplete generates the filled PDF from the answers automatically.

OTP-verified e-signature

Clients sign in the same session. Identity verified via email OTP. RFC 3161 trusted timestamp applied. Signing certificate page appended to every document.

Google Drive & HubSpot integration

Completed PDFs auto-saved to Drive. Submission data synced to HubSpot contacts with the signed PDF attached. All automatic, zero manual steps.

HMAC-signed webhooks

Receive a signed POST on every submission with all field values and a PDF download URL. Trigger practice management, CRM, or billing systems automatically.

Starts at $69/mo

Flat per-account pricing. 2 seats, 150 sessions/month, 5 document packages. All PDF filling, e-sign, and audit trail features included from the first plan.