Financial Fact Finder

Financial Fact Finder is an online tool and simplest way of Data Capture. Advisors gather data online on Personal Details, Goals, Resources, Investment, Estate Planning and Insurance along-with Risk Profiling of clients, which makes Financial Fact Finder to act as starting point for Financial Advisory, to document a client current’s situation.

Financial Fact Finder Features:

• Wizard driven and intuitive
• By Advisory invitation or from Website
• Simplest Form of Data Gathering
• Directly attached to OMNIAdvice
• Client’s Due Diligence Report