Resource Center

Data Gathering: Download our client data fact finder questionnaire PDF

  • Feel free to use either of the attached client questionnaires for your data gathering needs.
  • One is a white-labeled version with a box denoting "Upload Logo" in the upper right-hand corner. This text does not print and is just there for guidance. Currently tested on adobe acrobat, Foxit, and Nitro. You will open with Adobe Acrobat, click in the box and be prompted to upload an image. 
  • The other has the Advizr logo should you not have a logo of your own.
  • Advizr Questionnaire White Labeled Fillable.pdf (1000 KB)
  • Advizr Questionnaire Fillable.pdf (1000 KB)