Work through household information, save records and risk responses, and download the Fact Find document.

Edit personal, contact, employment and advice-agreement information, then save the changes.

Finley brings client records, supporting documents and advice work into one place. This guide explains where to start and how the main workspaces fit together.

Create a client or household, link the adviser and return to the correct record.

Record identification details, assessment answers and supporting notes against the client.

Prepare portal access, send the Fact Find instructions and review the client’s saved information.