Maximize your efficiency with pdfFiller's comprehensive Document Analytics Tool for Financial Advisors
Boost your daily operations by editing, storing, and tracking documents in one place. With unlimited cloud storage, PDF editing tools, real-time notifications, and audit trails, pdfFiller is the only document management solution you need.
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What makes pdfFiller an outstanding Document Analytics Tool for Financial Advisors?
Explore a vast array of features that enhance the accessibility and traceability of your documents.
End-to-end document workflows
Create documents and fillable forms, gather data and signatures online, and access completed documents in one safe and organized space.
Unlimited cloud storage
Keep your documents and templates safe in a secure cloud accessible from anywhere. Organize files into folders and use smart tags to locate them quickly.
Notifications & audit trails
Receive instant notifications once your documents are completed, reviewed, or edited. Keep track of every action made to your documents or inside your account with audit trails featuring time stamps and IP addresses.
PDF document editor
pdfFiller makes editing, filling out, and annotating PDFs seamless and straightforward. Quickly add text, dates, images, checkboxes, signatures, and other elements to your documents.
Collaboration & versioning
Share documents and templates for review and editing while maintaining control over access permissions. Track document changes and archive previous versions for reference.
Available on mobile
With pdfFiller's mobile apps for iOS and Android, you can access your documents from any device, including laptops, desktop computers, tablets, and smartphones.
Trusted document tracking software
People all over the world use pdfFiller to handle paperwork digitally. Anytime and anywhere.
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Automate the process of accessing, searching, and editing documents
100% paperless solution
Enhanced productivity & collaboration
Reduced paperwork and labor costs
Why pdfFiller wins
Cloud-native PDF solution
Access pdfFiller from anywhere. No lengthy installation and updates are required.
Top-rated for its ease of use
Edit, share, and track documents with an intuitive UI that only takes minutes to master.
Unlimited document storage
Securely store any number of documents and templates in the cloud.
Unmatched cost-to-value
Benefit from an all-in-one document management solution at a lower price than other brands.
Industry-leading customer service
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pdfFiller streamlines document management and tracking across industries
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Stay on top of your documents with our Document Analytics Tool for Financial Advisors
Misplaced files, safety concerns, limited storage space, and inefficient document workflows - seem all too relatable for Financial Advisors, doesn’t it? Using Document Analytics Tool that can also be leveraged as a collaboration platform could make a world of difference to your business. These online production features ultimately function like a “document assembly line” that moves your paperwork via your company’s teams, allowing each to enhance value and accuracy that perfects your final product.
With pdfFiller, our custom-made Document Analytics Tool for Financial Advisors, you’ll get all you need to change inefficiencies and roadblocks into more organized and arranged document-driven processes. pdfFiller brings together document management, eSigning, data collection, document execution, and so much more under one roof. Let’s take a closer look at what it provides.
How pdfFiller can improve your document-based workflows
01
Go electronic: Clean up your physical storage spaces by shifting and saving, and managing all your documents electronically in the cloud.
02
Boost your safety: Control challenges created by dispersed documentation - centralize your information in one secure solution.
03
Improve adherence: Use our Document Analytics Tool for Financial Advisors to deal with your paperwork securely, following field-adherent standards.
04
Supercharge team collaboration: Supply your team with features that foster efficiency and improve workflows.
05
Get a centralized hub for your files: Store, access, and audit documents with ease, all from one secure place.
06
Leverage a powerhouse of document-centric features: From document creation and editing to automated eSigning and automated document routing - get all you need to eliminate the routine from your everyday processes.
Use our Document Analytics Tool for Financial Advisors to enhance how you handle, store, and work together on documents. Turn your business into a more streamlined, secure, and cooperative environment. Stay ahead of your competitors - start testing our powerful tracking and collaboration suite today!
Ready to get started?
Jump in and try our Document Analytics Tool for Financial Advisors hands-on!
Store and organize documents
Edit PDFs on the go and collaborate
Track documents and their versions
Questions & answers
Below is a list of the most common customer questions.
If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Which professionals created and designed Holistiplan?
Holistiplan was created and designed by co-founders Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP®, who designed the software to accomplish what have historically been two competing goals in the financial services profession: Make the financial planning process faster for advisors while making it better for every client
Why use Holistiplan?
Holistiplan and Tax Planning After advisors receive completed documents from their clients, Holistiplan uses that information to help clients understand their current tax situation and plan for the future.
What does holistiplan do?
Using advanced OCR technology, Holistiplan can read a tax return and creates a customized, white labeled tax report complete with relevant observations in just seconds. Holistiplan
What does docupace do?
With powerful paperless workflows, Docupace streamlines business for home offices, advisors, and investors. Docupace is the only digital operations platform designed specifically for wealth management firms — that's why our clients trust us to keep them efficient, productive, and compliant. Docupace Platform Overview Docupace platform-overview Docupace platform-overview
Who is the owner of Holistiplan?
Roger Pine and Kevin Lozer are the founders of Holistiplan.
What technology do financial advisors use?
Some popular financial planning software includes eMoney Advisor, MoneyGuidePro and NaviPlan. Client Relationship Management (CRM) Software A good CRM system can help you manage your clients' information and interactions. Technology and Tools for Financial Advisors In 2023 Advisors' Academy tools-for-financial-adviso Advisors' Academy tools-for-financial-adviso
What is the best software for financial advisors?
MoneyGuidePro. Holding about a third of the market share of financial advisor users in 2023, MoneyGuidePro is the most popular set of apps in this space. eMoney Pro. eMoney is an in-depth program known for its detailed cash flow analyses. RightCapital. eMoney Plus. Asset-Map. Top 5 Financial Planning Software Tools Used - Investopedia Investopedia articles professionals Investopedia articles professionals
Does Holistiplan use AI?
How Holistiplan Works: Upload client tax returns, sit back and get actionable planning points, and generated reports with the best Tax-Planning A.I. in the business.