I run a financial-services practice and need a clear, regulator-friendly onboarding document that walks new clients smoothly through the information we must collect before offering any insurance or investment product. I have attached two documents that have all of the info we need but have not been able to combine them . We want the investment document first and then the insurance document. if we can combine them into one, that would be fine instead of building them from scratch If building from scratch, on the first page of the investment section, i woud want to add a few dropdowns: Brokerage Products (in drop down would be> Investment Account, Joint Investment Account, IRA, ROTH IRA, Backdoor IRA combo, SEP IRA, 401k, SIMPLE IRA, Donor Advised Fund, 529 account, Cash Balance or Defined Benefit) Advisory Products: (in drop down would be> Investment Account, Joint Investment Account, IRA, ROTH IRA, Backdoor IRA combo, SEP IRA, 401k, SIMPLE IRA, Donor Advised Fund, 529 account, Cash Balance or Defined Benefit) i would be able to pick multiple choices from the drop downs and they would show up with checkmarks next to them if building from scratch, i ould add our logo and expect the formats, pages to look consistent Deliverable • A professionally branded, fill-able template (Word or editable PDF) ready for use by our Team, logically ordered and easy to complete. If you’ve designed similar documents for financial advisers, brokers, or wealth managers, your experience will be a plus. Let me know the software you intend to use and the turnaround time you can commit to.