Understanding the Fact Find Component Differences Between Adviser and Client Portals
In the Advice Revolution platform, some Fact Find sections can be accessed and updated by both advisers and clients, while others are restricted to advisers only. This article explains which sections are shared and which are exclusive to advisers, helping you understand how to manage and update client information effectively and accurately.
Application Gaps |
Sections | Adviser Portal | Client Portal |
Mini Fact Find | ✓ | ✓ |
Add Client | ✓ | x |
People | ✓ | ✓ |
Entities | ✓ | ✓ |
Address | ✓ | ✓ |
Contact Details | ✓ | ✓ |
Employment | ✓ | ✓ |
Assets | ✓ | ✓ |
Debts | ✓ | ✓ |
Retirement
(Super, Pension and Centrelink)
| ✓ | ✓ |
Stand alone Annuities
(currently inside Assets)
| x | x |
Insurance | ✓ | x |
Income | ✓ | ✓ |
Expenses | ✓ | ✓ |
Goals | ✓ | x |
Advice Scope | ✓ | x |
File Notes and Tasks within File Notes | ✓ | x |
Tasks | ✓
| ✓ |
Estate Planning | ✓ | x |
Needs and Preferences- Risk Profile | ✓ | ✓ |
Needs and Preferences- Custom Modules | ✓ | x |
Aged Care | x | x |
General and Business Insurance | x | x |
Investment Holdings | x | x |
Advice Fees (specialist module) | x | x |
Need more help?
For questions or clarifications about how you can maximize the Client and Adviser portals, 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 July 18, 2024
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