Maximizing the Fact Find Change Report
Exclusively available in the Pro Product, the Fact Find Change Report empowers advisers to track client updates within the Advice Revolution portal. This tool allows advisers to view and manage any modifications a client makes to their previously completed fact find information from their secured client portal. It ensures transparency and data accuracy by highlighting changes made after the initial completion.
1. Navigate to the Client's Home Page by clicking on the client's name on the Adviser Home Page
2. Hover your cursor to Reports and hit Client Change Report
1. Navigate to the Client's Home Page by clicking on the client's name on the Adviser Home Page
2. Hover your cursor to Reports and hit Client Change Report
3. Search for the Fact Find Section and Download CSV report.
Note/s:
1. The Fact Find Change Report can't track client changes from the initial data imported from Xplan.
2. It automatically captures and reflects any modifications clients make to their previously completed Fact Find information within the client portal, overriding the previous data in both AR and Xplan.
2. It automatically captures and reflects any modifications clients make to their previously completed Fact Find information within the client portal, overriding the previous data in both AR and Xplan.
For questions or clarifications about the Fact Find Change Report, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30-minute Get Help session with our team, kindly use this calendar to book the session.
Published on June 26, 2024
Version 1.1
Related Articles
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 ...Sharing the Mini Fact Find with Your Clients
The Mini Fact Find Questionnaire (MFF) is a powerful tool to streamline your pre-meeting process. By collecting essential client information beforehand, you can ensure a productive and focused discussion. This knowledge base article provides ...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 ...Resending the Mini Fact Find Questionnaire to the Client
The Mini Fact Find (MFF) is a 5-minute pre-meeting questionnaire that helps advisers gather some key information beforehand to ensure a smooth and productive first meeting. In Advice Revolution, clients can access and answer the MFF questionnaire ...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 1. Client Fact Find Consent Enabling and customizing the flow for clients to provide digital ...