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Using Fact Finder to gather your client data

WHAT IS FACT FINDER?

Fact Finder is a tool you can use to conveniently gather and input information from your prospects so you can quickly build a customized financial plan. Once the data is collected, you can then modify or create a new plan for your prospect as you see fit. 

HOW TO USE FACT FINDER?

STEP 1:

Login as an Advisor > Click on 'Clients' tab > Clients > + Add a Prospect

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STEP 2:

Choose how you would like to fill out the information.  You can either input your prospect's information yourself by selecting Advisor and filling in the relevant information.  Or another option is to select Prospect which will send an email directly to your prospect so they can enter their information via a series of online forms.

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A profile will automatically be created for your prospect along with a plan generated using data inputted.  

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