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

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 birth.
2. Health: Specific health questions.
3. Retirement: Superannuation and pension details.
4. Estate Planning: Powers of Attorney and Guardianship.




Activating Enhance Mini Fact Sections for All New Clients:

Step 1: Open the Mini Fact Find Settings
1. Navigate to the Adviser tab.
2. Open the Mini Fact Find Settings.
Step 2: Choose the depth of answers you want for assets, debts and retirement
1. Choose between Specific, Range, or List.
Step 3: Turn On Enhanced Mini Fact Find Sections
1. Turn on sections Health, Retirement, Insurance, Estate Planning
2. Hit Submit to save the changes. 


For questions or clarifications about the maximizing the Enhanced Mini Fact Find, 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 August 11, 2024
Version 1.1

    • Related Articles

    • Enhanced Mini Fact Find Questionnaire

      Create meaningful pre-meetings with new clients and leads with the enhanced Mini Fact Find questionnaire. The enhanced MFF now gathers deeper insights into your clients' personal circumstances, including: 1. Dependents: Names and dates of birth 2. ...

    • 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, ...

    • 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 ...

    • Release Notes - August 26, 2021

      This release note article outlines the latest features, product enhancements, and bug fixes implemented in the Advice Revolution portal. New Features and Improvements Health Section - this is now available in the People module Estate Planning - you ...

    • 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 ...