Mini Fact Find
The easiest way for clients
to send their information
ahead of meetings
"Advice Revolution is a game-changer for advice practices in terms of business efficiency"
Gavin Murray
Hub Advisory Group | Alliance Wealth
Who we can help
Advisers who want to save time and
improve their client experience
Are you frustrated by?
Not capturing information in advance wastes time and kills the meeting vibe
Sending a PDF is clunky and clients don’t fill it out
Your online survey tools don’t integrate data into your CRM
Existing tools are complex and aren’t mobile friendly
The Fact Find Process
Benefits
More productive meetings
Better client experience
Less Adviser time
More profitable clients
| Unlimited Mini Fact Find clients |
| Mobile optimised |
| Secure single use links |
| Completion notifications |
| Document summary for adviser and client |
| Configurable questions and answers |
| Integrations |
| Detailed asset and debt fields |
| Shareable Mini Fact Find link |