at Financial Technnology Year
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Formstack
Formstack is a workplace productivity platform with document automation solutions that help financial advisors streamline workflows, collect data, and generate client-ready documents.
Email: sales@formstack.com
Phone: +1 (317) 794-6437
Web: https://www.formstack.com/
products
Formstack Documents
Category: Document Generation Software
Document generation software that automates the creation of financial advisory documents from templates. Features include dynamic data merging, conditional logic, automated workflows, digital signatures, and integrations with CRM systems. Creates client proposals, financial plans, contracts, and compliance documentation..
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