- Go to My Account
- Go to Company
- Go to Form
- Select Form type
Onboarding forms will help you to build a survey, lear nurturing forms for your website, or simply account opening forms.
DM profiler means discretionary portfolio mandate forms and helps you build a robot advisor solution.
To learn more we encourage you to watch this video :
Make sure you click on publish to activate your form.
One more step!
Make sure you click on publish to activate your form.
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