Capital Markets Insights

Katipult Product Update: Dynamic Form Builder

Katipult announces addition of proprietary Dynamic Form Builder module to enable rapid implementation of highly sophisticated user and investment onboarding forms. No coding needed! Build custom investor and issuer onboarding forms as well as custom project and loan applications. As easy as your favorite form building products Google Forms and Wufoo.

There is already a number of customers that are part of the pilot project and that have started using the new Dynamic Form Builder feature within their platforms, including MaRS VX. You can learn more how MaRS VX is integrating the Form Builder with their SVX platform in our press release.

Here are some of the most important features of the Dynamic Form Builder:

Drag N Drop

Our Katipult support team can easily create custom online forms of any complexity by simply dragging and dropping elements required to build beautiful, intuitive forms.

Katipult Form Builder - Drag N Drop.png

Device Responsive Templates

Leverage existing templates and make required edits and adjustments to tailor forms specifically to your business. Accessible on any device for optimal viewing.

Katipult Form Builder - Device Responsive Templates.png

Conditional Logic

Use conditional logic to introduce dynamic elements to your forms to your users including unique forms for domestic or international investors, or varying investment vehicles.   

Katipult Form Builder - Conditional Logic.png

Automated Segmentation

Segment investor permissions and platform accessibility depending on suitability and preferences.

Katipult Form Builder - Segmentation.png


Get in touch today to discuss how Katipult can assist with your software needs or take a look at our solutions.