Solution introduction
Financial planning the way it should be
Deliver a powerful digital experience, at home or on the go
Fact finds just got a whole lot easier
Don’t waste time chasing incomplete information from clients. Automate the fact find process with the Form Fill wizard.
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Digitise your firm’s fact find and turn it into a wizard for clients to complete via the wealth portal
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Your clients will be prompted to update any missing details at a later time thanks to automated reminders
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Any assets or liabilities entered are saved to the portal and can be kept up to date for future use by enabling live data feeds
Say goodbye to endless back and forths, tedious pdfs, and last minute additions by taking your fact finds to the cloud.
