Fidelity eForms

Electronic Form Filling for the Investment Industry

Think investment, think paperwork.

Any financial investment today seems to require reams of paperwork and form filling, and for independent financial advisors the problem is one that uses considerable time and resources. ReportLab's eForms system, developed for --RAW HTML IS NOT ALLOWED-- Fidelity International--RAW HTML IS NOT ALLOWED-- as part of their --RAW HTML IS NOT ALLOWED--FundsNetwork--RAW HTML IS NOT ALLOWED-- investment platform, cuts through the tedium of repeated form filling and provides a flexible solution for IFAs and their clients.

Depending on the user and their preferences, documents and paperwork can be downloaded and printed part or fully filled out for an huge range of investment types and specific funds. Simple HTML wizards guide the client or advisor through a series of steps, culminating in the production of a PDF form pre-populated with the information they have entered. Client and adviser details can be retained and used across funds and investments. Advisers can simultaneously create the necessary Key Features Documents required by UK law.

The eForms system is a part of Fidelity International's FundsNetwork investment platform, which allows investment professionals access to cutting edge tools for investment management support. Along with the --RAW HTML IS NOT ALLOWED--Key Features Document server--RAW HTML IS NOT ALLOWED--, investment advisors have a powerful tool for dealing with paperwork. Errors are minimised and the electronic format speeds up processing and cuts down on mail time.