Automate Your Forms!
Save Hundreds of Hours in Filling Out Applications and Other Forms!
Now you can automatically fill in forms with data you already have in Advisors Assistant. This saves hundreds of hours of tedious and repetitive busy work!
Advisors Assistant has also negotiated discounts on these form programs for Advisors Assistant users.
For a demonstration on how easy it is to use Advisors Assistant to help automate your forms, click on the Play Movie button below. You will need the latest version of Windows Media Player (Version 10) or RealPlayer and have your Windows display set to 1024x768 to view the movie.
|Automating Forms Demonstration|
Available forms include those from major mutual funds such as AIM, American Funds, Putnam, and many others. Tax forms, forms for brokerage accounts (such as Pershing), and new account forms from many broker dealers are also available. In addition, many insurance company forms are also included, and new forms are being added frequently.
If you have the current version of Advisors Assistant, you already have the capability to connect to the form automation programs.
For additional information on the form automation programs click their logo below: