Email & Document Templates

Advisor's Intelligence CRM includes a disclosure's module that allows you to set up multiple disclosures to suit your needs or the needs of any of your advisors. We currently have three disclosures that are linked to emails and documents: advisory, tax, and general. These disclosures are automatically entered by workflow which can be modified based on your office's needs.

Advisors Intelligence includes eight document templates that are white labeled and will use user, advisor, and client data to complete the document either being manually or automatically sent. Our system works better with more data. We have forms that are emailed to clients requesting information which automatically fills in CRM.

Advisors Intelligence includes seventy five email templates that are white labeled and will use user, advisor, and client data to complete the email either being manually or automatically sent. Our system works better with more data. We have forms that are emailed to clients requesting information which automatically fills in CRM.

A great time reducing feature of Advisor's Intelligence is our interactive forms powered by our Form app. The interactive forms are sent by automations and are populated with data from your client's record. The client can add, correct or delete data in these forms and submit back to you. Upon receipt, Advisor's Intelligence will automatically import the data into the clients record.

Templates used by our Automations require no action on your part. If a template is called on by an Automation to be emailed, the template will be emailed will be sent by Advisors Intelligence. Templates can be used outside of the Automations simply.