Financial Advisor New Account Form Mobile App

Core features are free forever

The app is extensive in categories and allows users to add detailed information about sources of funds, primary and secondary investor details, Pershing account information,financial data and more. Users can also include details about stocks, bonds and mutual funds. Sign off on the app to authorize and verify financial information. When the user completes this app, GoCanvas will automatically store the user's information in their account in a secure location in the GoCanvas Cloud, or email a PDF. Users can access their data anytime from the GoCanvas Cloud.

Industry: Finance & Insurance Financial Planning Services

  • Apple
    iPhone, iPad
  • Android
    Android
  • Window
    Windows

Why Customers Love GoCanvas

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Reduces paperwork
Tracks jobs & expenses
Shows real-time data
Affordable plans
How It Works
I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.

Dave Kramer

PennLine Service

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