Save 10 hours a month on advisor admin work.

Find and download your insurance forms and fund facts in seconds instead of hours. The perfect solution for high-achieving Canadian insurance and financial advisors.

I don't know how I could be so effective in my work if I didn't have access to this application. I use it several times a day.

Monique Lachance

Advisor Assistant

I like it very much because we have all the forms in the same place. We don't have to log on to each insurer's site to get our documents and we know it's up to date.

If I had to recommend a software for a company with the same structure as mine, I would say Forms and Funds. Your software is easy to use, simple and efficient.

Johanne Tranquille

Financial Advisor

"Forms and Funds have significantly improved my productivity and efficiency.  I find all the fund overviews I need.  In addition, it is very easy to use, I can access it from anywhere in the world and from any computer with internet access."

Rémi Vermette

Financial Advisor

As a new user of the platform, I am very impressed by how easy it is to find the form(s) I need. Very comprehensive.

Marc-Olivier Champoux

Financial Advisor