Step 3. Using your fact finder for the first time

Once you have set up a client, to enable you to be in a position to provide advice you need to complete your Fact Finder.

This can be done online with the client or transferred from your paper version.

What happens during this process is that the data captured in your fact finder is transferred to the appropriate module and App for examination and calculation.

This is quite an extreme process on the system as the system must take your input fields and devise what it is you are seeking for your client, then create an exact position of your client and subject to application, devise an outcome based strategy whilst you enter the data.

This is referred to as Big Data Capture

Next step is simple

Once you have completed your Fact Finder you click on the Summary Tab to gain a complete picture of your clients position.