New feature - Forms.

Due to the success of the Final Salary client registration form, we've launched a new selection of forms under the Forms heading. 

The new forms include; Guaranteed income, Flexible income and Pension Freedoms which registers the client for both Guaranteed income and Flexible income. 

To make it easier to find who registers via a form we've included a dedicated "Registrants" page where you can see the topic registered for and the client progress. We've also include a quick links menu to access; outcomes, notes and the client profile.

Settings for the forms include changing the title, description and who receives notifications of new registrations. Forms can also be deactivated from this menu. 

Forms are rolling out to Adviser Portal accounts throughout June. Speak to the Money Alive product team if you'd like to request a demo or early access. 

Did this answer your question?