We would advise against creating your forms on a mobile device. A wider screen size will allow for a better user experience.
Feel free to add your own components to this form, but in order to save your work you will need to
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Login to your account or Sign up for free!.
Asset Allocation Form
- Check this template is close to what you need.
- Save it to your account to make it your own.
- Test your form in the app to check your work.
- Update the form to meet your needs.
- Add your responders into your Relations.
- Share the form with your new relations.
We would recommend you make only a few changes on the first go, and then test in the app. You can return back to the form and make further changes at any time.
Example of the Asset Allocation Form PDF export.