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| FreeForms Financial Online |
| FreeForms - Financial software provides the user with a faster and electronic alternative to completing paper forms. It presents the user with an extensive collection of industry standard forms that can be completed online. All form fields can be filled electronically and
have smart links to leading contact and client management software. Client information such as name, address,
date of birth and SIN are imported directly from contact management software to any pre-selected form. Dealer and representative information is also imported. Click here to download the setup file for FreeForms-Financial. If you are having problems with the above setup file, try this alternate setup file. To install FreeForms-Financial software on your computer, simply download and run the setup file. If you have a previous version of the e/Forms software installed, you will need to remove it before running the setup program. This can be done through the Control Panel -> Add/Remove programs. The Control Panel can be accessed through your Start Menu or Start Menu -> Settings.
For an overview of how the
e/Forms software works click here
for a Power Point presentation. The example shows the program functionality as well how to connect to an Excel file. These are details
regarding the retail version of the software.
Please note that the listing of forms only includes Mutual fund
companies. We do have many Dealership forms available through our
retail version of e/Forms. Please give us a call to enquire about
specific Dealership forms. |