Automate Documentation for Financial Advisors

Boilerplate is a cloud-based document management system that empowers financial advisors to streamline processes, eliminate paperwork, and save time and costs.

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Fast-Track How Your Financial Advisory Business Operates with Our Full-Service Online Document Management

As a financial advisor, you have to handle an overwhelming amount of documentation daily. From onboarding clients to account changes, you have to exchange hundreds of documents with customers, which is no longer feasible manually.

We make your life easier when dealing with:

Applications
Applications
Client intake
Client Intakes
Underwriting
Underwriting
Account Changes
Account changes

Boilerplate is an online document management tool for financial advisors that modernizes the whole experience by allowing you to create a quick, seamless document intake and e-signature process that boosts conversion and client satisfaction while preserving security and compliance.

What we can do

Boilerplate deals with the most demanding client requirements, providing an experience that's easy for everyone.

Eliminate the manual paperwork

Document automation and e-signature allow financial advisors to process documentation completely online, freeing them from the burden of paperwork and administrative tasks. You can focus on exploring new opportunities and serving customers better.

Increase customer satisfaction

Online document management ensures financial advisors can process documentation faster, empowering customers to sign papers digitally from anywhere, anytime, and using any device. This accelerates transactions and improves customer experience.

Maintain security and compliance

Maintain electronic audit trails of all your signed contracts and consent forms, and keep your operations free from fraud. Boilerplate keeps your critical documents secure round the clock with enterprise-level cloud security.

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?

Security

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, saving you thousands of hours annually. You can also export files for easier collaboration.

Our customers say
Quotes

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User
Krysten Carlu
Manager at Google
Quotes

Idea pursue - explain born enjoy and take is has desires occur explain but because system mistaken procure it system extremely actual how. But procure, itself will pain find no, how avoids the human.

User
Krysten Carlu
Manager at Google
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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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Applications

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.

Underwriting

Mobile-friendly Boilerplate solution can slash your due diligence intake times to just a few minutes per loan.

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Account Changes

Our cloud-based, easy-to-deploy document management system is equipped with a real-time visual tracker that ensures there are no surprises or missing items.

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

Free Consultation