Fact Finding

• The software allows you to personalise the Fact Find to better represent your Firm’s image and needs

• It provides for the separate Fact Find creation for your personal, corporate and mortgage only clients

• On creation of a new Fact Find there is automatic updating with new data and business entered since last Fact Find
• The software provides automatic needs analysis for Life, Critical Illness, Pensions and Savings
• A series of indicators show the Fact Finding Compliance completeness

• There is an archiving facility that also provides for the review of earlier Fact Finds