Full Fact Find
Understanding and Utilizing Centrelink and Retirement Ambitions Modules
This article provides an overview of the Centrelink and Retirement Ambitions modules within the platform, explaining how to add, edit, and manage client information related to these areas. Centrelink Information Module The Centrelink information ...
Maximizing the Expense Module: A Guide to Simple, Detailed and Custom Expenses
Get a clearer picture of your clients' spending habits with our flexible expense module. This guideline outlines how advisers can activate the Simple, Detailed and Custom expense questionnaire in the adviser portal. Adding an expense in the Expense ...
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 Can I Maximize the Discover Module for Clients' SMART Goals?
Capturing your clients' financial goals is the first step to creating a tailored financial plan. This guide will show you how to use the Discovery module to effectively document your clients' aspirations and identify their financial priorities. Step ...
Understanding the Fact Find Component Differences Between Adviser and Client Portals
In the Advice Revolution platform, some Fact Find sections can be accessed and updated by both advisers and clients, while others are restricted to advisers only. This article explains which sections are shared and which are exclusive to advisers, ...
Adding and Updating Client's Centrelink Income in the Adviser Portal
Understanding your clients' Centrelink income is crucial for accurate retirement planning. This guide will show you how to efficiently update and add Centrelink income details within the Adviser Revolution portal. By following these steps, you can ...
Pro Fact Find Standard and Detailed Fields
Advice Revolution Pro Fact Find empowers advisers with two options to gather client information: Standard and Detailed. This flexibility allows you to choose the right level of detail based on your client's needs. The table below compares the ...