Discovery Session(Required)Full Name(Required) First Last Email(Required) What is your Practice struggling with the most? Client experience Advice process time Increasing number of clients Have you used a digital fact find before? Yes No HiddenWhat have you used? hiddenPlease select all tools that you have used before. Astute Wheel Myprosperity Roar Xplan Client Portal Midwinter Client Portal Padua iFactFind Adviser Forms (Umlaut) Wealth Central Other What have you used?If you can't find your digital fact find tool, please select otherAstute WheelMyprosperityRoarXplan Client PortalMidwinter Client PortalPaduaiFactFindAdviser Forms (Umlaut)Wealth CentralOtherWhat was the Other digital fact find you've used? Are there any additional people that you want to attend this discovery session? Yes No Who are they?First NameLast NameEmail CAPTCHA
