Document Template
KYC intake for advisory clients requires precision and completeness. Docuplete's conditional interview shows enhanced due diligence questions only when triggered by PEP status or high-risk indicators — keeping the standard flow short while covering every compliance requirement.
What gets automated
Upload your existing kyc / aml client intake PDF. Map each field using Docuplete's visual editor. Common fields for financial advisors include:
How it works
Upload the kyc/aml intake form you already use. Any standard PDF works — no reformatting or special software needed.
Open the PDF in Docuplete's visual mapper. Drag answer boxes onto each field — client name, dates, signatures — exactly where they appear on the form.
Generate a unique link for each advisory client. They complete a guided interview on any device — no account required. You get a completed, signed PDF.
On submission, the filled PDF is generated, stored in your submission bank, saved to Google Drive, and synced to HubSpot — automatically.
Why it matters
Client answers map directly into the kyc/aml intake PDF. No re-keying, no copy-pasting, no transcription errors.
Clients sign electronically in the same session. Identity verified via email OTP — creating a legally defensible audit trail for every submission.
Every signed document receives a trusted timestamp from an independent authority — tamper-proof proof of when it was signed, on every plan.
Completed kyc/aml intake PDFs are automatically saved to your Google Drive folder after every submission — no manual downloading.
Submission data syncs to HubSpot contacts automatically — find or create the financial advisor contact record and attach the completed PDF.
Every submission records who signed, when, from which device, and exactly what they submitted — stored independently alongside the document.
14-day free trial. No credit card. Works with PDFs you already have.
Start free trialStarts at $69/mo.
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