How do I access the information provided by my clients?

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 present acknowledgment, privacy policies, and practice terms to Mini Fact Find recipients before they submit their information.

By activating this feature, you can clearly communicate your data collection practices to clients, ensure clients understand and agree to your terms before proceeding, and build stronger client relationships with a focus on privacy. This article walks you through activating or updating your Mini Fact Find Agreement settings.





Enabling Mini Fact Find Agreement Terms

To activate or update your Mini Fact Find Agreement settings:

1. Go to the Practice tab.
2. Select Practice Settings.
3. Find and click Mini Fact Find Terms.
4. In the Mini Fact Find Terms text box, enter or paste your privacy policy terms, FSCG, or acknowledgment terms.
5. Customize the button text. This is the text that clients will click to acknowledge the terms (e.g., "I Agree").
6. Choose whether to activate the acknowledgement terms. Selecting Yes will display the agreement terms to all clients completing the Mini Fact Find under your practice.
7. Click Save and Exit to save your changes.


Need more help?
If you encounter any issues while setting up Mini Fact Find Agreement Terms, 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 July 11, 2024
Version 1.1