How can I export my client data?
To update Xplan or Worksorted: Simply use the "Push" button next to the client's name on the homepage. This sends their latest information to your financial planning software. For more details on which Fact Find sections are included, check out our Xplan Integration Guide
To view the complete Fact Find report: Click the "Fact Find" button next to the client's name on the homepage.
To access Risk Profile and Custom Questionnaire results: You'll find these results within the downloadable Fact Find report. Please note that while the full report can be pushed to Xplan, the individual Risk Profile and Custom Questionnaire questions and answers cannot.
To download uploaded client documents: Click the "Status and task" button next to the client's name on the homepage. This takes you to the Fact Find's Status and Task section, where you can access the client portal document vault.If you have questions about this transition, or need assistance, contact us at support@advicerevolution.com.au or call +612-381-8088.