Create a form or survey
  • Updated on 10 May 2020
  • 1 minute to read
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Create a form or survey

  • Updated on 10 May 2020
  • 1 minute to read
  • Contributors
  • Print
  • Share
  • Dark
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  1. Go to My Account
  2. Go to Company
  3. Go to Form
  4. Select Form type

On-boarding forms will help you to build survey, lear nurturing forms for your website or simply account opening forms.

DM profiler means discretionary portfolio mandate forms and help 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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