Fact Find Change Report

The adviser can  keep track of the changes done on the Fact Find.

This can be viewed by downloading the CSV report which can be found under the Edit Client Portal top menu > Fact Find Change Report

​

If you require furthur assistance you can reach out to us by clicking on the Help icon on the app or by sending an email to support@advicerevolution.com.au

• Related Articles

• Maximizing the Fact Find Change Report

  The Fact Find Change Report, exclusively available in the Pro Product, empowers advisers to monitor and manage client-initiated updates to their fact find information within the Advice Revolution portal. This article explains how to access and ...

• Release Notes - July 8, 2022

  This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. Risk Profile is now available in the Client Portal Advisers can now activate the Risk Profile module in the ...

• Release Notes - December 2, 2021

  This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. New Feature/s: Client Fact Find Consent. 1. Enabling and customizing the flow for clients to provide digital ...

• How Do I Update Client Fact Find Information in the Adviser Portal?

  Building accurate financial plans starts with gathering comprehensive client information. This guide will walk you through the process of completing the Fact Find sections accessible only to advisers such as Discovery, Advice Scope, Custom Modules, ...

• 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 ...