How does DecisionVault compare to the WealthCounsel intake?
Make It Yours
You cannot customize the WealthCounsel intake form at all
DecisionVault lets you add your own logo, add and customize the questions – and lets you request more files from your clients, or share files with them
Input Over Time
No changes can be made on the form after submission in WealthCounsel – so clients will have to send you additions or changes some other way
With DecisionVault the client can log back in later and add more information, for example to add any people who came up during the design meeting.
Connect Your Tools
The information from the WealthCounsel intake form can only be saved to their system
DecisionVault can eliminate all data re-entry work by syncing the information to 20+ legal tools, exporting the financial intake to Excel and filling in client information into your PowerPoint templates.