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.

Investment Risk Assessment
Reality data, a validated psychometric scale, and a self-rating — everything you need to determine a client's risk category.
Client Financial Profile
Full financial intake — income, portfolio, real estate, insurance, loans, and goals — for building out a new client's plan.
Loan & Debt Profile
Every loan and credit line a client currently holds, for the debt analyzer.
A companion to S4PMIA, kept separate from it — no client data from these forms ever touches the S4PMIA database.