My Factfind
HQ Address
Sidings House, Sidings Court, Lakeside, Doncaster, DN4 5NU, United Kingdom
Website Address
Business introduction
Create your own branded digital doorway to securely capture client financial data, and stay fully compliant with GDPR
Providing a quick, easy and accurate way, for financial advisors, mortgage advisors and wealth managers, to securely capture client financial data
Using a range of tools and processes, combined with bespoke support, all built around a digital doorway, My Factfind provides a cost effective framework that can be configured around your unique business needs and workflows. My Factfind not only allows you to get to know your clients, their circumstances, and their requirements but it also allows you to build, manage and grow your business digitally.
My Factfind Solutions
Attitude to Risk Questionnaire (ATRQ)
With the ATRQ you can: Match the ATRQ branding to your organization Embed the ATRQ into your website Email a secure link to your client for ATRQ completion prior to meetings Collect, manage, edit and store all ATRQ data securely Automatically create a bespoke PDF of client responses Receive bespoke notifications on completion Build bespoke reports from collected data Export data in multiple formats The ATRQ is built using our My Facfind......
business needs
My FactFind Creator
Some of the main features include: Responsive, mobile-friendly, works on any device Split your forms into multiple pages and display completion progress bars Receive instant email notifications and send auto-responder Allow your clients to save a partially completed forms and resume later Approve or deny submissions and easily create online approval process Embed your forms into......
