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 ...
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, ...
To adjust the sections of your Pro fact-find questionnaire, kindly proceed by sending the Client Portal Invitation first. This necessary step ensures that the existing fact-find information of the clients can only be accessed in our secured client ...
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 ...
Kindly be advised that Customer Form/Risk Profile Modules are custom-built per practice. Once that these modules have been integrated to the Practice, the Practice Managers need to assign them to advisers from the Practice Setting. For the ...