Streamline your Financial Services Client Document Management
Boilerplate® portals make collecting repetitive and bespoke documentation requests from clients fast, easy and secure.
Optimize how your Financial Advisory practice operates with a Client-Focused Online Document Management System
As a financial advisor, you have to collect an overwhelming amount of documentation from your clients. Each client has different needs, which means the form and file requests often vary, creating tracking nightmares.
Save time and money, improve accuracy, and delight customers when managing documentation for:
Boilerplate® is an online document management tool for financial advisors that modernizes the whole admin-side and client experience. Modify Boilerplate® checklists before you send to clients to create a quick, seamless document intake and e-signature process that boosts client satisfaction, security and compliance.
Boilerplate® Financial Services Overview
Efficiency + Customer experience
Boilerplate® provides an easy documentation request experience for everyone.
Eliminate the Manual Paperwork
Spending time chasing documentation requests is not an efficient use of time for an advisor or their staff. Instead, digitize the process, save money, and focus on expanding and serving clients.
Maintain Security and Compliance
Bank-level security means files are encrypted in transit and at rest, stored on AWS servers in the United States, tracked with audit logs, and protected by firewalls and suspicious activity monitoring, and more.
Increase Customer Satisfaction
Customers now expect a seamless document management experiences. They're busy and don't want to submit the same item more than once or have to call because they're uncertain if something was submitted.
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. Connect with internal systems like Google Workspace, Microsoft 365, Saleforces and more through our API.
Hear From Teams Relying on Boilerplate Every Day
The Boilerplate portal has been great. Easy to use and navigate.
Financial Services Client
Pennsylvania
Easy for the client. Intuitive. Flexible.
Commercial & Specialty Lender
North Carolina
Individualized auto tracking on everything
Certified Public Accountant
Pennsylvania
Transform the way your financial advisory business operates with Boilerplate® document intake & e-sign platform.
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