I currently provide my clients with a Spreadsheet consisting of approximately 8 Data Entry tabs to which they enter client information such as Name, Address, D.O.B, a list of currently held assets etc. I have attached an example of my spreadsheet.
Ideally, I would prefer this spreadsheet to be turned into some kind of personalised website/web app which my client would have to log in to and then subsequently enter all this. Once the client has entered the required data, they would then click ‘Save’ and all the data would be converted into a PDF document which they can save. I do not require the programme to hold any client information at all.