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Forms and Surveys
  • 15 Jan 2021
  • 1 Minute to read
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Contents

Forms and Surveys

  • Updated on 15 Jan 2021
  • 1 Minute to read
  • Print
  • Dark
    Light
  • PDF
  1. Go to My Account
  2. Go to Company
  3. Go to Form
  4. 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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