Maximizing the Digital Advice Board

• Related Articles

• How Can Clients Update the Fact Find, Complete Tasks, and Provide Digital Consent in the Client Portal?

  The client portal is used to securely collect and review client information and tasks. This guide will give advisers a walkthrough on how clients can efficiently navigate and update data and tasks within their own portal. Step 1: How Clients Can ...

• 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. ...

• How Do I Identify Client Needs Using the Advice Scope Feature?

  In the Adviser Portal, it's important to manage and document each client's goals in the advice scope accurately. This guide will help you identify and record whether a client's goal is In Scope or Out of Scope. By following these steps, you can ...

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

  This guide outlines how to create and manage Fact Find Acknowledgement and Consent Terms within the Practice Settings of the Advice Revolution portal. How to set up Fact Find Terms. 1. Access Practice Settings: Navigate to Fact Find Terms from your ...

• Getting Started with Advice Revolution (A System Overview)

  This article provides a quick overview of the Advice Revolution Adviser Portal, highlighting its key features to help you manage your clients efficiently. For questions or clarifications about how you can maximize any of the Advice Revolution ...