Boilerplate your Financial Services Client Document Management

Boilerplate is a cloud-based document management system that empowers financial advisors to streamline collecting client documentation requests in a simple, secure portal.

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financial services document management

Optimize how your Financial Advisory practice operates with a Client-Focused Online Document Management System

As a financial advisor, you have to collect an overwhelming amount of documentation from your clients. Each client has different needs, which means the form and file requests often vary, creating tracking nightmares.

Save time and money, improve accuracy, and delight customers when managing documentation for:

Client intake
Client Intakes
Account Changes
Account changes

Boilerplate is an online document management tool for financial advisors that modernizes the whole admin-side and client experience. Modify Boilerplate checklists before you send to clients to create a quick, seamless document intake and e-signature process that boosts client satisfaction, security and compliance.

Boilerplate Financial Services Overview

Efficiency + Customer Experience

Boilerplate provides an easy documentation request experience for everyone.

Eliminate the manual paperwork

Spending time chasing documentation requests is not an efficient use of time for an advisor or their staff. Instead, digitize the process, save money, and focus on expanding and serving clients.

Increase customer satisfaction

Customers now expect a seamless document management experiences. They're busy and don't want to submit the same item more than once or have to call because they're uncertain if something was submitted.

Maintain security and compliance

Bank-level security means files are encrypted in transit and at rest, stored on AWS servers in the United States, tracked with audit logs, and protected by firewalls and suspicious activity monitoring, and more.

Improve operational productivity

With fast processing and no manual document management, your financial advisors can concentrate on their main objectives – attracting and serving clients, and keeping daily operations frictionless.

Why Choose Boilerplate?


Boilerplate offers a fully secure document management workflow with cybersecurity best practices in mind, such as encryption of files in transit and at rest, multi-factor authentication, firewalls, and routine vulnerability scans to keep your sensitive documents secure, yet accessible.

No Code, Easy to Use

You don’t have to be a techie to use our document management software. Our out-of-the-box document intake & e-sign solution replaces all other applications with an end-to-end, secure platform. Manage your documents throughout their lifecycle with an efficient, organized, and user-friendly solution.

Optimized Workflow

When documents are managed electronically, it is more agile and efficient to assign each workflow, as employees can easily find the documents and information they want while conforming to working protocols and procedures.

Seamless Integrations

Our APIs make integrations with your existing tools easy. Connect with internal systems or outside vendors through our API.

Use-Cases of Boilerplate

Our cloud-based document management and e-signature platform for financial advisors simplifies use-cases across the entire customer lifecycle.

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Transform the entire process with automated document creation, workflows, and an easy-to-search centralized repository.

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Client Onboarding

Seamlessly ask customers for digital documents to smoothly start serving clients.


Mobile-friendly Boilerplate solution can slash your due diligence intake man-hours by having everything in one place when needed.

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Account Changes

Our cloud-based, easy-to-deploy document management system makes it easy for clients to submit account changes.

Transform the way your financial advisory business operates with Boilerplate document intake & e-sign platform.

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