C-Facts is YOUR fact finder tool.
It is designed to replicate the current Fact Finder that you use in your practice.
C-Facts changes the way your fact finder works by analyzing your client's desired outcomes from your fact finder and creates the baseline strategy whilst you integrate the details.
The ability to create the strategy whilst you type in answers to the fact finder has long been regarded as the key to office and compliance productivity.
C-Facts acting as your fact finder becomes the central database to which all the calculators interact with each other.
Once you have completed your fact finder the client Summary page will be fully populated with:
- The data and information contained in your fact finder
- The desired outcome in relation to Superannuation and Risk Cover
- Inclusion of all investments and current and past performance of the investment
- Any cross ownership positions of your clients
- Estate Planning and PoA position
In addition to this your fact finder can include, monitor and manage:
- Client important anniversaries
- Client's desired retirement goal - complete with self-analyzing contribution calculator
- lifestyle and objectives
- Trust and Investment position
C-Facts also holds a complete database on occupations matched to underwriting ratings for the leading providers of Personal Risk Cover
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