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, Insurance, and Estate Planning modules. This collaborative approach allows advisers to provide guidance and support while completing these sections with clients.
Adding a Goal:
1.Locate the Client: Navigate to the client's profile.
2. Access Discovery: Click the "Discovery" button on the client's sidebar.
3. Add Goal: Select "Add Goal" and provide the necessary details.
4. Save Changes: Click "Submit" to save the new retirement goal.
Adding scope in the Scoping Module:
1. Add Advice Scope: Click the "Add Advice Scope" button.
2. Identify Scope: Select the relevant scope type (In Scope or Out of Scope).
3. Assign Scope to Client: Choose the client or individual associated with the scope.
4. Add Additional Information: Add any necessary notes.
5. Save: Save your changes by clicking "Completed".
Needs and Preferences:
1. This is where you can customize the Fact Find for each client. If you send us your risk profile questionnaire, we will integrate it into this section. Please allow two weeks for completion.
Other Fact Find Aspects:
1. Navigate to the Fact Find section: Open the Fact Find page of the client.
2. Add or Edit Information: For example, in the Asset section, click the "Add Asset" button to input details like asset type, value, owners, and description.
3. Edit Existing Assets: Locate the asset you want to modify and click the edit pen icon. Make necessary changes and save.
Need more help?
For questions or clarifications on how to maximize Fact Find sections and edit Fact Find data in the Adviser Portal, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30-minute Get Help session with our team, kindly use this calendar to book the session.
Published on August 10, 2024
Version 1.1
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