Understanding the Fact Find Component Differences Between Adviser and Client Portals

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
SectionsAdviser PortalClient Portal
Mini Fact Find
Add Clientx
People
Entities
Address
Contact Details
Employment
Assets
Debts
Retirement
(Super, Pension and Centrelink)
Stand alone Annuities
(currently inside Assets)
xx
Insurancex
Income
Expenses
Goalsx
Advice Scopex
File Notes and Tasks within File Notesx
Tasks
Estate Planningx
Needs and Preferences- Risk Profile
Needs and Preferences- Custom Modulesx
Aged Carexx
General and Business Insurancexx
Investment Holdingsxx
Advice Fees (specialist module)xx


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
Version 1.1