How to Set the Fact Find Acknowledgement and Consent Terms in Practice Settings?

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• 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 ...

• Enabling Digital Consent in a Client's Fact Find

  Learn how to effectively obtain client consent for Fact Finds. This guide outlines the steps to either allow clients to edit their data before approval or simply request their sign-off. Step 1: Activate the consent in the client portal settings 1. ...

• Setting Up the Client Portal Terms Acknowledgement Settings

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• Setting Up the Mini Fact Find Terms Acknowledgement Settings

  The Mini Fact Find Agreement Terms is only available and editable from the Practice Settings. Once activated, every Mini Fact Find recipients will see the agreement terms, before they complete the Mini Fact Find submission. To activate or update the ...