Connect Seamlessly With Your CRM
FormUpdates integrates directly with your existing CRM system to pull client data, initiate requests, and track the status of every account change. That means:
- No duplicate data entry
- Faster onboarding and updates
- Real-time visibility into each step of the process
Whether you use Salesforce, Redtail, Wealthbox, HubSpot, or a custom-built system—we’ve got you covered.
- Bi-directional data sync
- Custom field mapping
- Secure API-based connections
Flexible Document Storage Options
Once a client signs, completed documents are automatically stored where you want them. Choose from:
- Your CRM's internal file system
- Third-party document management systems (like SharePoint, Box, Dropbox)
- Cloud drives and firm-specific archives
We’ll work with your tech team to ensure secure, compliant file storage that fits into your existing workflow.
- Automated archiving
- Custom folder structuring
- Fully encrypted transfers
Form Library Maintained by Institutions
Instead of chasing down outdated forms, FormUpdates hosts a live library of forms uploaded and maintained directly by participating institutions. Every time you initiate a request, you’re using the most up-to-date version—every time.
- Custodian-verified documents
- Auto-updated versions
- Multi-institution support
DocuSign + eSignature Integrations
All forms generated through FormUpdates are wrapped in a DocuSign envelope or another e-signature provider of your choice. Once the client signs, their signature is valid, compliant, and timestamped—ready for processing.
- Fully integrated e-signature
- Seamless client experience
- Optional co-signers and notary support
Need a Custom Integration?
We love a good challenge. If your tech stack is unique or you’re looking to build a custom workflow, our team can create tailored solutions with custom APIs or secure file-based automation.