Sending a Digital Fact Find

Securely send your client an online fact find to be completed

Step 1: Select Client Portal

From the Left hand menu, select the ‘Client Portal’ icon.

Step 2: Generate You Client Logins

Search your client, and click ‘Show Login’

You can generate new login details for your client using the ‘Create Login Account’ button.

Once clicked, the login link, username and a temporary password will be generated for your client.

Send the client the login details to create their login.

Once your client has logged in and completed the fact find, and risk profile, the status details will be updated.

Previewing The Fact Find (Client’s View)

In the action column, you can use the view icon to preview the clients view of the fact find.

You can pre-populate any information for the client using their client profile in Finley.

The fact find preview allows you to see what the client interface and the information loaded into the fact find.

Downloading The Completed Fact Find

In the action column, you can use the download icon to download a copy of your clients completed fact find.