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How do I send a digital fact find to a client?

When you’re ready, you can send the form to the client, either via the Client list or the Fact finds area of the portal. 1. Clients>Client list: Find your client’s name in the Client list and click on the Fact finds icon under Actions. 2. Find the form you would...

How do I preview and pre-fill the form before sending it to a client?

Once a fact find is created (“opened”) for a client, you can go through and preview / pre-fill the form. 1. Navigate to the form you’d like to preview, either via the Actions in the Client list or the Fact finds section of the Partner portal (see previous section for...

How do I create a digital fact find for a client (open a new form)?

Streamline how you collect and review client data with digital fact finds. Choose from our two all-purpose fact finds – the brief version or the detailed option. You can create a digital fact find for a client via the Client list area or the Fact find area of...

How do digital fact finds work?

Streamline how you collect and review client data with digital fact finds. Choose from our two all-purpose fact finds: Detailed Financial Profile: a thorough form to gather information necessary for providing financial advice.  Brief Financial Profile: a shorter form...

What is the Tax Assistant and how does it work?

The Tax Assistant makes tax time a breeze by consolidating the information required for a personal tax return. By going through the wizard, your clients will have the opportunity to review and update their financial information as needed. Any relevant information...