Create A Client and Input the Fact Find

Step 1: Creating the Client/s

To create your client, select the Add New icon from the top navbar

From the dropdown, select New Client

Input the client and partners name.

Where there are multiple advisers in the one practice, you can link the client/s to the adviser using the Adviser dropdown.

Click Create and select

Once created, you will be navigatd to the newly creaetd clients profile.

Step 2: Enter the Fact Find Details

In the left menu, select Fact Find

Moving through each step in the fact finding process, you can enter the clients information into the fact find

Entering the Risk Profile Responses

You can enter your clients risk profile responses into the fact find

Generate the Fact Find

Once all information has been completed, click Generate Find Find Document to download the completed Fact Find.