Duration: 60 minutes
Focus: How to use the AI Template Builder to build a suitability and onboarding form that captures everything needed to open an account without NIGO errors, including trusted contact, beneficiary, risk tolerance and investment objective fields.

What you will learn:

• How to build a full suitability form using the AI Template Builder including household financial information, investment experience and investment objectives
• How to add trusted contact and beneficiary sections with required fields and helper text
• How to use the Risk Tolerance Questionnaire built into PreciseFP