Activating Health, Retirement, Insurance and Estate Planning in Mini Fact Find Questionnaire

Activating Health, Retirement, Insurance and Estate Planning in Mini Fact Find Questionnaire

Create meaningful pre-meetings with new clients and leads using the enhanced Mini Fact Find (MFF) questionnaire. The updated MFF now provides deeper insights into your clients' personal circumstances, including:

1. Dependents: Names and dates of birth.
2. Health: Specific health questions.
3. Retirement: Superannuation and pension details.
4. Estate Planning: Powers of Attorney and Guardianship.




Activating Enhance Mini Fact Sections for All New Clients:

Step 1: Open the Mini Fact Find Settings
1. Navigate to the Adviser tab.
2. Open the Mini Fact Find Settings.
Step 2: Choose the depth of answers you want for assets, debts and retirement
1. Choose between Specific, Range, or List.
Step 3: Turn On Enhanced Mini Fact Find Sections
1. Turn on sections Health, Retirement, Insurance, Estate Planning
2. Hit Submit to save the changes. 


For questions or clarifications about the maximizing the Enhanced Mini Fact Find, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30-minute Zoom session with our team, kindly use this calendar to book the session.


Published on August 11, 2024
Version 1.1

    • Related Articles

    • Sending the Mini Fact Find with Your Clients

      The Mini Fact Find Questionnaire (MFF) is a valuable tool for gathering essential client information before meetings. This article outlines the different methods to send the MFF to your clients. Method 1: Using the Email Button 1. Locate the desired ...

    • Setting Up the Mini Fact Find Terms Acknowledgement Settings

      Before any financial planning discussion, it's crucial to ensure your clients understand how their information is collected and used. This guide introduces the Mini Fact Find Agreement Terms feature in Advice Revolution. This feature allows you to ...

    • Using Advice Revolution for New Clients

      Effectively collect pre-meeting client information with our Mini Fact Find feature. This guide walks you through the process of sending Mini Fact Find questionnaires to your new clients. Sending the Mini Fact Find Questionnaire Step 1: Add a New ...

    • What web browsers are compatible with the Mini Fact Find Questionnaire?

      Mini Fact Find Questionnaire is optimised for use with Google Chrome but will still work on any browser. 

    • How can I send the Mini Fact Find Questionnaire to my clients?

      In the clients’ list table, you can see buttons “Copy” “Email”. These are the 2 ways on how you send the Mini Fact Find to your clients. Copy button will allow you to copy the link. You can then send that link to your client in any manner you want ...