Update client records without retyping a thing.
Send a client a secure form that already shows what you have on file. They fix what changed, someone on your team clicks Accept, and the record is updated.
Usually that's a new mobile number.a new employer.a move across town.a different email address.
Try it. Tap through Karen's form on the phone. It takes four taps and no typing. Then scroll down and approve her changes the way your team would.
When a client's form comes back, you click Accept and Apply. The record updates without anyone typing.
Whoever handles client updates in your office opens the form and sees it the way the client did. Anything the client left alone is marked confirmed. Anything they changed shows the old value crossed out next to the new one, with an Accept button and a Reject button.
Accept the changes that look right and click Apply to record. That's the whole job. A service assistant never retypes an address. A relationship manager sees the new employer before the next call. An advisor walks into the review with the right phone number.
Try it below. Karen moved and changed jobs. Click Accept on each change, then Apply to record, and watch her record on the right.
Recreated from Altitude's form review page, with the client's record beside it. Sample household. The changes are the ones on Karen's phone above.
What are Client Forms? A Client Form is a secure, branded web page you send from Altitude, the CRM for financial advisors. It arrives already filled in with what you have on file. The client fixes what changed and submits, and your team accepts or rejects each change before it's saved to the record. You can build one, start from a template, or lay fields over a PDF you already use.
Clients see what you have on file
They fix only what changed and leave the rest alone. No blank boxes to fill in from memory.
You approve every change
The old value sits next to the new one. Click Accept or Reject. Nothing is saved to the record until you click Apply.
Use the forms you already have
Upload a PDF your clients know and place Altitude's fields on it. It fills in from each client's record.
No login for clients to remember
Each client gets a private link that works for 30 days. Forms with personal information can ask for a 6-digit code sent by email.
What changes for each person in your office
Send the annual update to every client at once.
Pick the people, pick the form and click Send. Each client gets a private link that works for 30 days. Altitude skips anyone marked Do Not Contact or missing an email, and tells you who, so someone can call them.
After that, one list shows who hasn't opened the form, who stopped halfway and who is ready for review. Your team calls the few who are stuck, by name.
- 0Sent
- 0Opened
- 0Returned
- 0Applied
A sample book of 96 households. The pace and the counts are made up to show the flow, and the two empty tiles are the households Altitude skipped: one with no email on file, one marked Do Not Contact.
Try it below. Click Send, then skip ahead three days to see where each household stands.
Send a form
Forms
| Contact | Form | Sent | Status | Changes |
|---|
Recreated from the Forms list in Altitude. Sample households.
Upload a PDF your clients already know. Altitude fills it in from each client's record.
You don't have to rebuild your forms. Upload the PDF you use today and mark where each answer goes. Your client sees the same page they've signed before, with their details already on it.
Every answer is tied to a field on the record, so a new mobile number is saved as the mobile number. Starting from nothing? Build a form, copy one from the template library, or tell Pathfinder what you need.
Try it below. Click Fill from the record, then drag the handle to compare the blank PDF with the filled one.
Please review the information below and correct anything that has changed.
Section A: Account owner
Section B: How to reach you
Section C: Notes
Keep a copy of this form for your records.
Please review the information below and correct anything that has changed.
Section A: Account owner
Section B: How to reach you
Section C: Notes
Keep a copy of this form for your records.
Recreated from an Altitude form laid over a made-up PDF. Sample household.
A client filled out the form on paper? Scan it and upload it. Pathfinder reads it for you.
Download any form as a PDF with your logo on it, and hand it over or mail it. When it comes back, scan it and upload it to the client's Forms tab.
If the client typed into the PDF, Altitude reads each field. If they wrote by hand, Pathfinder reads the handwriting. Either way the answers show up ready to approve, the same as an online form. Nobody keys them in.
Recreated from a client's Forms tab in Altitude. Sample client and file.
Your brand, your colors, your personality, so clients know it's from you.
Clients are careful about clicking links, and they should be. Your forms show your logo, your colors and your font. The browser tab shows your firm's name. With your own web address, the link reads as yours too.
Altitude can pull your look from your website in one click, or you can set it by hand. It checks that the text is easy to read and the boxes stand out, so older clients can see where to type.
Try it below. Click Import brand, then try a few colors and fonts.
Recreated from Altitude's forms brand page. Sample firm and colors. Only admins can change the brand.
A client's change is saved only after someone on your team approves it. Here are the three steps.
Follow one new phone number from a client's phone to her record. It works the same way for every form and every client, online or on paper.
About you
Karen opens the form on her phone. The mobile number on file is already there, so she types the new one and taps Submit.
Jewel sees the old number struck through beside the new one, with Accept and Reject. One click decides it.
Apply to record, and Karen's record carries the new number. Everything else on it stayed exactly where it was.
Questions advisors and their teams ask about Client Forms.
What are Client Forms in Altitude?
A Client Form is a secure, branded web page you send to a client. It arrives already filled in with what Altitude has on file. The client fixes what changed and submits, and your team reviews each change before it's saved to the record. You may also hear Forms called SmartForms.
Do clients need a login?
No. Each client gets a private link that works for 30 days. For forms that show personal information, turn on the Secure Form Code, and the client gets a 6-digit code by email that lasts 10 minutes and works once.
Can I use a PDF form I already have?
Yes. Choose Overlay a PDF, upload it, and place Altitude fields on its original pages. The fields fill in from the client's record, and the answers come back as changes your team can review.
What happens when a client submits a form?
The form moves to Needs review under Communications › Forms. Nothing on the record changes until someone accepts or rejects each change and clicks Apply to record. Altitude doesn't send an alert when a form comes in, so make the Needs review list part of someone's day.
What about clients who prefer paper?
Download any published form as a fillable PDF with your logo. When it comes back, upload it to the client's Forms tab. Typed PDFs are read field by field, and handwritten scans are read by Pathfinder. Either way, the answers wait for review like an online form.
Can I send one form to my whole book at once?
Yes. Pick the people, pick the form and click Send. Each client gets a private link. Altitude leaves out anyone marked Do Not Contact or missing an email, and tells you who, so your team can call them. One list then shows who hasn't opened it, who is halfway and who is ready for review.
Do Client Forms handle custodian paperwork?
Partly. You can lay Altitude's fields over a custodian's PDF or start from a Custodial template, so it arrives filled in from the record. Altitude doesn't submit it to the custodian for you.
Book a demo and bring the form your team retypes most.
We'll put it online while you watch, send it to a sample client, and approve the first change to a record.
Names, households and figures on this page are made-up examples, shown to illustrate how Altitude works.