New Client Financial Intake public · 8 flds
Goals, Cash Flow & Tax Profile auth · 10 flds
Risk Profile & Investment Policy auth · 11 flds
Accounts, Custody & Authority auth · 12 flds
Compliance, Estate & Engagement auth · 12 flds
Regulated / suitability- & KYC-aware archetype: 1 public Client Intake + 4 auth-only setup forms, covering all 53 Financial Services custom fields exactly once. The public intake collects relationship, goals, and risk-comfort only — never account numbers, SSNs, or balances; the suitability detail (custody, authority, disclosures) lives in the auth-only setups as references/labels only. Atelier = refined warm-neutral, Bodoni display — fiduciary & trustworthy. All renders are the actual SuiteDash form preview.