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10 ways to supercharge your fact find processes

Reduce the time and cost taken to process onboarding and reviews, whilst increasing response rates using the UKs most customisable digital fact find. moneyinfo's digital fact find enables financial advisers, IFAs and DFMs to simplify and automate onboarding and client review processes via a branded smartphone app.

Available to both clients and advisers, the moneyinfo digital fact find prepopulates with data fed in from platforms, providers, online accounts, land registry and even open banking to simplify the capture of a client’s assets and liabilities, and income and expenditure.

 

With the release of moneyinfo 11.1, our digital fact find is more powerful and customisable than ever before. Here are 10 ways we’ll supercharge your fact find processes:

1. Create multiple templates for discovery / full / niche advice

2. Create custom sections and questions and rename or reorder them to suit your practices

3. Allow clients and operators to type free-form notes, and upload documents in any section, including scanning docs directly from mobile devices

4. Integrate Open Finance accounts to prepopulate expenditure statements, and existing plans

5. Allow advisers to pre-complete individual fact finds, and send them in bulk according to review dates

6. Choose multiple currencies for clients with offshore plans, and overseas income / expenditure

7. Send fact finds as automated workflows through a branded portal and app

8. Allow clients to update personal details on demand, and notify you of any changes

9. Access your client fact finds, and deliver the whole process to clients via dedicated branded mobile apps

10. Secure biometric login using your dedicated mobile apps

1. Create multiple templates for discovery / full / niche advice
2. Create custom sections and questions and rename or reorder them to suit your practices
3. Allow clients and operators to type free-form notes, and upload documents in any section, including scanning docs directly from mobile devices
4. Integrate Open Finance accounts to prepopulate expenditure statements, and existing plans
5. Allow advisers to pre-complete individual fact finds, and send them in bulk according to review dates
6. Choose multiple currencies for clients with offshore plans, and overseas income / expenditure
7. Send fact finds as automated workflows through a branded portal and app
8. Allow clients to update personal details on demand, and notify you of any changes
9. Access your client fact finds, and deliver the whole process to clients via dedicated branded mobile apps
10. Secure biometric login using your dedicated mobile apps

We’re not just a client portal, we’re a better way of doing business.

Book a meeting today using the Calendly link.