FUND FACTS AND LIFE INSURANCE FORM PLATFORM FOR CANADIAN ADVISORS
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"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
"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
"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
"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."
Chantal Godfroy
Advisor Assistant
"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
"All the insurers' forms up to date in one place. Forms and Funds save me a lot of time."
Jacques Blais
Sales Manager
Unlimited downloads and emailing of over 70,000 forms and fund facts
Super fast search & filtering capabilities
Priority email and chat support
24/7 access
Active form rating for carrier feedback
All features from Essential Plan
+ Forms Download History for quick reference
+ Emailing History for clean record keeping and compliance support
+ Favourite your documents for even faster access
Daniel Guillemette
Advisor - President of Diversico Human Finances
We have all the fund facts for all mutual funds.
Application forms for life insurance products from Canadian Insurance Carriers are available on the platform.
We would love for you to try Forms and Funds. Please click on the TRY FREE button on the top right of our homepage or for a free trial for 14 days.
We have most ETF's and seg fund facts in the industry. If you cannot find a particular Form, Fund Fact, you simply have to advise us and we will make it a top priority to add it.
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