RIA form filling: prepare client PDFs from existing records
Prepare client PDFs from CRM records and documents with Prodos. Review missing information and the completed form before the next step in your RIA's workflow.
Prodos helps RIA operations teams prepare forms using connected client records, documents and information supplied by the team or client. Review the prepared fields, complete what is missing and generate a filled PDF.
The client is in your CRM. The form is still blank.
Your team has the client’s name, address and contact details. Other facts may be in a statement, a previous form or a document the client sent. Someone still has to collect those facts, enter them in the right places and check the result.
That work comes up during onboarding and when existing clients need new paperwork. Prodos starts with the forms your team uses and the sources you are authorized to connect.
From template to filled PDF
Set up the form and its sources.
We configure the PDF template and the fields it needs, then confirm which connected records and documents the workflow can use.
Prepare the client information.
Prodos can use those sources to prepare the form. Your team can add information that is missing, and client intake can collect information or documents required for that workflow.
Review the result.
Check the prepared fields, outstanding requirements and validation findings. If records disagree, resolve the difference before relying on the completed form. Your team remains responsible for that decision.
Generate the PDF.
Produce the filled PDF from the configured template. If the workflow also needs a DocuSign request or a CRM update, we agree on the supported actions and approvals during setup.
Use one real workflow to evaluate it
A useful evaluation starts with a blank form your team already uses and sample information that represents the work. We can use synthetic or redacted information for the demonstration.
Include a straightforward case, a case with missing information and a case where two sources disagree. Your operator should be able to check the output against the form and decide whether the review takes less work than preparing it manually.
An illustrative evaluation plan, not a claim about customer results.
What we confirm before setup
The form versions your team needs to use.
The connected systems and fields available to your firm.
The information and documents required from the client.
The person who reviews the prepared form.
The actions that need approval before anything is sent or changed.
The output and acceptance criteria for the first workflow.
Your current tools may already cover part of the work
If a custodian’s digital onboarding process already handles the entire account-opening flow, use that capability. Prodos is worth evaluating for the paperwork and handoffs your team still completes around it.
PDF preparation and direct account opening are separate capabilities. We confirm the available custodian access and submission process for your workflow before including those steps in the scope.
Bring us one form
Show us a blank PDF your team still fills by hand and the systems that hold the information. We will map the work and show you what Prodos could prepare for your team to review.