S4PMIA · Alt Form

Client Intake Forms

Zero-custody forms your clients fill in on their own device. Nothing is uploaded or stored anywhere — they save a PDF at the end and send it back to you directly.

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Investment Risk Assessment
Reality data, a validated psychometric scale, and a self-rating — everything you need to determine a client's risk category.
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Client Financial Profile
Full financial intake — income, portfolio, real estate, insurance, loans, and goals — for building out a new client's plan.
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Loan & Debt Profile
Every loan and credit line a client currently holds, for the debt analyzer.
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Family & Dependents
Who is in the household, who earns, who relies on the client, and what is owned together — for the family list and the Family View report.
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Income & Tax
A short, guided version of income and tax details, with "where to look" help on every question and a "not sure" option.
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Documents to Gather
A tick-list of the papers a client should collect before the first meeting, with where to get each one.
Put your firm's name on the forms
Type your firm name to get short links for your clients. They will see your name at the top of every form and on the PDF.
A companion to S4PMIA, kept separate from it — no client data from these forms ever touches the S4PMIA database.