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Electronic Fact Find

Introduction to the Electronic Fact Find

The electronic Fact Find can be made available to your client via a Client Login facility on your website. This is a secure area where your clients can keep you updated on their financial position with ease. Immediately an amendment is made to their financial records, their consultant is informed and the information can be accessed via a secure Back Office Area.

The electronic Fact Find assists both the consultant and client to see the financial information in easy to read screens.

Electronic Fact Find Features

Electronically gather client information at first meeting
Enhance professional perception
Demonstrate effective use of technology
Eliminate paper – impress with your ‘Green’ credentials
All information available and accessible by both you & your client
Any changes made by you or your client clearly marked for your attention
Effective client communication
Use client login area as a Sales Tool
Make update meetings more effective by using these features
Communicate with clients with greater speed, accuracy, efficiency and productivity
All data secured providing peace of mind to your clients
Enable clients to update you immediately with any changes to their lives
Giving you the ability to up-sell with the changing needs of your clients

Client List

Easily maintain all your clients from one list
Easily see what changes or communiqués have been received
Ability to disable client logins at a touch of a button
Add new clients easily and advisement of their login details at a touch of a button
When searching for a client - immediate results displayed as you type
Renew client password at a touch of a button
Consultants / Advisor clients only list – Managers override to see all