Windsor, Ont.-based Forms Doctor Inc. has unveiled the first of several simple financial planning tools in development with a point-and-click net worth statement for financial advisors.
The company has plans to release several stand-alone tools and calculators in the next six months for under $20.
Forms Doctor says the automated net worth statement will save advisors time when gathering information from new clients and during reviews with existing clients. It prepares individual or joint net worth statements, automatically divides joint assets, and performs calculations in real time.
It comes customized with the advisor’s contact information and prints professional looking statements that can be presented to clients or stored in their files to create a compliance audit paper trail.
Bulk discounts and dealer branding customization are available to investment dealers, as well as an option to embed the automated statement into their new account application and know-your-client update forms. Free trials are available to financial advisors.
For more information go to www.adminproadvisor.com.