Fact Find
- Fact Find can be accessed by either the client of adviser
- Conditional questions used to save time during this process
- Flexibility – Can use traditional paper based or complete online
- Time and date stamped for compliance purposes
The Intelligent Office fact find has been specifically designed with both advisers and clients in mind. It gives you:
- Streamlined processing devised from interactive work and analysis with advisers
- Conditional questioning that navigates the user through the document ensuring all relevant areas are covered
- Access for advisers, administrators and clients
- Client Portal access so fact finds can be pre-filled prior to the adviser meeting
- Two way real-time viewing of the document, so adviser and client are working on the most up to date version of the document.
Fact finds are core to the advice process and must be accurate to give you the best insight into the client’s needs as well as fulfilling compliance requirements.
We set out to design a fact find that works intuitively with your methods and which in the information gathering from clients is precise, effective and helps enhance your relationship with them.
Using our many years’ experience of working with the adviser market and our web-based technology, the process has been fully streamlined and automated, making it one of the easiest to use in the industry.