What's on screen: Compliance forms, start to finish. From a new client file to every life insurance sale. Canada only. PlanTogether creates your compliance forms, tracks every one and collects every signature. Every new client needs 3 forms: Advisor Disclosure, Privacy & Consent and Fact Find. PlanTogether creates them and tracks what's missing. First, the Advisor Disclosure. PlanTogether creates it, using what you've entered in your advisor profile. Already filled in. PlanTogether fills in your details and your client's. You just review it. Enter it once. Every form reuses what's already in the client file and your profile. Dated for you. From the client file. From your advisor profile. PlanTogether collects the signatures. Your client signs on their phone or by email link: on their phone, while you watch, or by email signing request. Then it's your client's turn. Unlock and then observe your client signing. Signed in seconds. By you and your client. Real time. Nothing sped up. Signed and saved to the client file. Open it from the app anytime, wherever you are. In about a minute, a signed, audit-ready Advisor Disclosure is in the client file. Nice! 2 of 3: Privacy & Consent. Created and signed the same way. 3 of 3: the Fact Find. Your client confirms everything is correct, right from their phone. This client file is complete. Next, the life insurance sale. Every sale form, created the same way. Needs Analysis, Reason Why Letter and more. Every amount to the dollar. PlanTogether tracks every sale: 4 documents, in order. Needs Analysis to Policy Delivery, all the way to in force. This sale: Needs Analysis, Illustration, Reason Why Letter (or LIRD), Policy Delivery Receipt. Sealed. In force. Say goodbye to: scattered forms, missed steps, steps out of order, wrong dates. Say hello to compliance files that practically fill themselves, for each client and every life insurance sale. PlanTogether creates every form, tracks every step and collects every signature. Every file audit-ready. And it won't let you do it wrong. And that's just compliance. PlanTogether handles so much more, including: their budget, life insurance analysis, life insurance, start to finish. Every required document, signed and dated in the order the regulator audits. myfinancialapps.io. Works alongside the software you already use.

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