When you’re ready, you can send the digital fact find form to the client, either via the Client list or the Fact finds area of the portal.
- Clients>Client list: Find the client you want to send a fact find to, and click on the client's name. Click the 3 dot action and click Manage fact finds.
Fact Finds>Pick the type of fact find and find the client.
- Find the form you would like to send and click on the arrow under the Actions column.
- A pop up notice outlines what will be sent to your client via email. If you do not want to send click “Close”, otherwise click “Assign (Form Name)” to send the form to your client. A personalised Message can be added.
- The client will receive an email and a To-do push notification on their mobile app with a link to the form.
Note: The To-do will be added to your client’s portal with a due date of 14 days. The client will also see that they have a digital fact find to complete as a notification at the top of their wealth portal.