Product Tour

1

Landing Page

After you've logged in, you'll be greeted by our friendly fox. Finding the right document is just a few clicks away. Search for any document using any combination of choices from the filters provided, entering keywords into the search bar or a combination of both!

2

Search Results

The typical search results page will look similar to this one. For every document, there are a number of actions that can be performed, including preview the document, download the document, email the document or add the document to your cart. 

3

Add to Cart and Rate Forms

Saving documents to your cart allows you to download or email them all at once, instead of separately. You can also impact the way providers create forms for your use as an advisor by rating them in the app.

A simple, fast and modern solution to an every day problem faced by advisors. Try free for 30 days!

© 2019 Forms & Funds. All Rights Reserved