Without all the fuss, advisors can follow the market requirements and respond diligently to the changes taking place in the industry.
In addition to having access to thousands of forms, you can also benefit from iGeny documents whose mission is to further protect advisors as they perform their daily activities. These are updated promptly to reflect the jurisprudential trends.
iGeny Form is accessible from any location and at any time. It only requires an internet connection. Thanks to your smart phone or tablet, you can even download a document when you are visiting a client.
In a pre-programmed professional format that is adapted to your clients' language, the Form+ formula also provides the ability to email any document selected.
A few clicks and you're off!