The intelligent third-party capture system Financial Advisers can't live without
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AdviTech streamlines third party consent process to achieve accurate and accurate processing while having a positive customer experience
Send your client a single link to complete their third-party consent form. Fast, simple, done.
Clients breeze through forms with our intuitive system — no confusion, no back-and-forth.
Forms are securely encrypted and delivered straight to providers. Zero manual handling, zero hassle.