Intake and account-opening forms, filled automatically
WealthAmp completes forms using client data collected and enriched from your conversations, documents, and connected systems. You just review and send.
Intake, risk, and account-opening forms, completed automatically from client data collected and enriched across your conversations, documents, and connected systems. A human reviews before anything is submitted.
Which forms can AI fill for a financial advisor?
- ✓ Pre-filled intake, risk, and account-opening forms
- ✓ Data enriched from notes, emails, and documents
- ✓ Human-in-the-loop review before anything is submitted
Form Fill, answered
Where does the form data come from?
From the client record WealthAmp already maintains: conversations, uploaded documents, and connected systems, each field traceable to its source.
Is anything submitted automatically?
No. Every form goes through human-in-the-loop review: the advisor or their team checks the pre-filled fields and sends when ready.
Which form types are covered?
Intake, risk tolerance, and account-opening paperwork, including transfers and rollovers, with the data enriched from notes, emails, and statements.
Explore the rest of WealthAmp
Referral Coaching
See where the asks are across your book, which phrasings win, and what your best advisor does differently.
Meeting Preparation
The one thing to land, the questions to ask, and a minute-by-minute game plan for every meeting.
Practice
Practice the exact upcoming conversation with a simulated version of the real client.
Meeting Debrief
Minutes after the call: summary, outcome, action items, a drafted follow-up, and the exchange that worked.
Client Queries
Ask questions across every client conversation your firm has ever had, and see the patterns.
Note-Taking
Capture every conversation accurately, with a citation for every extracted claim.
Client Profile Management
A profile that writes itself from conversations, every fact cited, no data entry.
Send personalized emails, recaps, and intro requests with AI-generated, data-backed drafts.
Document Intelligence
Extract and sync client and financial details from documents to your CRM and planning tools.
See Form Fill in action
Walk through the WealthAmp platform with our team and see how it fits the way your firm grows.