Make the most of your workflows with Instapage’s online form generator for Wealth managers

Craft and customize your landing pages and forms online with Instapage. Test various versions with our form builder for Wealth managers right now!

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Note: Some features described here might be planned in our roadmap but not yet released. You can open a live chat from within your account and our Support team can offer more details or help you with workarounds.

Landing page builder

Form builder

Landing page optimization

Landing page personalization

Create forms with drag-and-drop interface

Easily create forms without design or coding skills. Simply drag different fields onto your canvas, arrange them the way you like, and customize them to collect the lead data you need.

Add customization and branding elements

Create a form that fits seamlessly into the design of your landing page. Add unique fields, colors, buttons, and layouts that captivate your audience and reflect your brand's identity.

Get your landing pages live faster

Access forms from a dedicated form library to launch your landing page faster. Skip the hassle of adding form embed codes or dealing with extra form building tools.

Maximize efficiency with reusable forms

Save time by cutting down on repetitive tasks. Create your forms once and reuse them multiple times, or start with ready-made form templates that you can customize to fit your needs.

Keep all your forms in one place

Keep all your forms organized in one online library on a single platform. Access your forms anytime and easily reuse them when needed.

Integrate with any app

Send leads over to your favorite email services, marketing automation tools, CRMs, and more to easily connect with them, nurture relationships, and guide them through the sales funnel faster.

Unitrends increases its lead count by 154% while cutting ad spending with Google Ads pages

Boost results through landing page optimization

Unitrends increases its lead count by 154% while cutting ad spending with Google Ads pages

Personalize experiences for higher engagement and ROI

Personalize experiences for higher engagement and ROI sidebar

Unitrends increases its lead count by 154% while cutting ad spending with Google Ads pages

Maximize campaign efficiency with ad mapping

Maximize campaign efficiency with ad mapping sidebar

Unitrends increases its lead count by 154% while cutting ad spending with Google Ads pages

Unitrends increases its lead count by 154% while cutting ad spending with Google Ads pages

Improve alignment across your creative team

Improve alignment across your creative team sidebar

Unitrends increases its lead count by 154% while cutting ad spending with Google Ads pages

Create forms with drag-and-drop interface

Easily create forms without design or coding skills. Simply drag different fields onto your canvas, arrange them the way you like, and customize them to collect the lead data you need.

Add customization and branding elements

Create a form that fits seamlessly into the design of your landing page. Add unique fields, colors, buttons, and layouts that captivate your audience and reflect your brand's identity.

Get your landing pages live faster

Access forms from a dedicated form library to launch your landing page faster. Skip the hassle of adding form embed codes or dealing with extra form building tools.

Maximize efficiency with reusable forms

Save time by cutting down on repetitive tasks. Create your forms once and reuse them multiple times, or start with ready-made form templates that you can customize to fit your needs.

Keep all your forms in one place

Keep all your forms organized in one online library on a single platform. Access your forms anytime and easily reuse them when needed.

Create forms with drag-and-drop interface

Send leads over to your favorite email services, marketing automation tools, CRMs, and more to easily connect with them, nurture relationships, and guide them through the sales funnel faster.

Getting started with the online form builder for Wealth managers

Instapage’s online form builder for Wealth managers offers a robust solution to enhance your landing page experiences. With its easy-to-use interface and powerful features, creating customized forms to collect leads has never been easier. Follow this guide to get started.

Step-by-step guide to using Instapage’s form builder

Log in or create a free Instapage account, then choose a free 14-day trial.
Add your company details, invite your teammates, and configure permissions.
Go to your Dashboard and click Assets -> Forms -> Create Form.
Create your form from scratch: rename it and start customizing.
Select the ADD FIELD menu from the left bar and drag and drop the fields you want to include, such as single or multi-line text, email, dropdowns, radio buttons, etc.
Customize your fields and configure your form using FORM Settings and FORM Style options available in the right sidebar.
Click Save and add your form to the landing page, streamlining your data collection process.

With these simple steps, you can successfully utilize Instapage’s online form builder for Wealth managers. Start today to enhance your marketing strategy and boost conversions effortlessly!

Get more conversions with online form builder for Wealth managers

Improve your Quality Score with quick load technology for landing pages

Increase conversions with content that aligns with your ads and audiences

Achieve maximum ROI by scaling your marketing initiatives

Get started

“Instapage gives us the ability to tailor our landing page content and layout to tell a unique story for each geographical target. The platform also enables us to create different variations with content that performs well for each unique channel. Every marketing team needs this!”

Tamar Friedland, Sr. Director of Global Paid Marketing

"Instapage has truly maximized our digital advertising performance by enabling us to offer matching, personalized experiences for every ad and audience. Now we can scale our landing page experiences as efficiently and effectively as we scale the ads themselves."

Darren Lepke, Marketing Director

"If we have to wait on a developer, our creative velocity plummets. But Instapage has made it possible for us to exponentially grow our advertising programs and convert more customers"

Alex Kracov, Head of Marketing

Leading the way in building high-performing landing pages

Most Implementable Enterprise - Summer 2025

Fastest Implementation Enterprise - Summer 2025

Frequently Asked Questions

What features does the online form builder for Wealth managers offer?

The online form builder for Wealth managers provides a robust set of features including customizable templates, easy drag-and-drop functionality, and integration capabilities with various CRM and email marketing tools. This versatility allows wealth managers to create tailored forms that capture essential client information while ensuring a seamless user experience. Additionally, built-in analytics help track submission rates and optimize forms for better conversions.

How does the online form builder for Wealth managers improve client engagement?

By utilizing the online form builder for Wealth managers, you can create personalized and targeted forms that resonate with your audience. Features like dynamic text replacement allow you to tailor messaging based on user input, enhancing relevance and engagement. This not only improves the user experience but also builds trust and loyalty, crucial for maintaining long-term client relationships in the financial sector.

Can I integrate the online form builder for Wealth managers with other tools?

Absolutely! The online form builder for Wealth managers is designed to integrate seamlessly with a variety of popular platforms like Salesforce, Mailchimp, and HubSpot. These integrations streamline your workflows, allowing for automatic form submissions to be routed to the appropriate systems and ensuring you can effectively manage client data without manual entry.

Is the online form builder for Wealth managers user-friendly for non-technical users?

Yes, the online form builder for Wealth managers is incredibly user-friendly and requires no coding skills, making it accessible to all team members. The intuitive drag-and-drop interface simplifies the creation of forms, allowing users to focus on design and functionality without getting bogged down in technical details. This ease of use not only improves productivity but also accelerates your marketing efforts.

What kind of customer support is available for the online form builder for Wealth managers?

The online form builder for Wealth managers comes with dedicated customer support options including live chat, email assistance, and an extensive knowledge base. Our team is committed to ensuring you maximize the tool's benefits, providing timely solutions and guidance whenever needed. In addition, regular webinars and tutorials help keep you updated on the latest features and best practices.

How does the pricing for the online form builder for Wealth managers compare to competitors?

The pricing for the online form builder for Wealth managers is competitive and offers a range of plans to fit various business needs. Unlike many competitors, Instapage provides extensive features and integrations at an affordable rate, ensuring that you get the best value for your investment. Furthermore, the ability to build high-converting forms without extra development costs sets it apart, making it an ideal choice for budget-conscious wealth managers.

How to online form builder for Wealth managers

Formstack is a web-based application that facilitates the creation of online forms for gathering information and managing data. Its drag-and-drop form builder enables users of all skill levels to design various types of forms, such as contact forms, surveys, event registrations, and order forms, in a matter of minutes without requiring programming skills. Users can start from existing templates or create forms from scratch, easily adding fields with a mouse click. Features like conditional logic and smart routing enhance user experience, allowing for calculations, dynamic field visibility, and customized confirmation emails. Formstack also prioritizes security with SSL and data encryption, and integrates with business tools for payment processing through PayPal or Google Checkout.