How do I customise the Mini Fact Find questionnaire?

There are two ways on how you can customize the Mini Fact Find Questionnaire.

a. Via the "Mini Fact Find Setting" in the Adviser menu. This setting allows you to set a default setting for your entire client. Go to the Adviser menu in the top left hand side of your screen and choose Mini Fact Find Settings. For the step-by-step process, kindly refer to the steps below.

b. Via the individual "client setting". You can tailor the settings individually for a client. In the clients’ list table, there is a cog icon on the right side of your client’s name. Click on it to change client’s individual settings. You will then have the capability to choose/customize the settings you want for the client.

• Related Articles

• 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 ...

• Activating Health, Retirement, Insurance and Estate Planning in Mini Fact Find Questionnaire

  Create meaningful pre-meetings with new clients and leads using the enhanced Mini Fact Find (MFF) questionnaire. The updated MFF now provides deeper insights into your clients' personal circumstances, including: 1. Dependents: Names and dates of ...

• How to Set 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 ...

• Resending the MFF 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 ...

• 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, ...