Key Innovations that make your advice practice run smooth
- ★ Defining your Fact Finder as the data engine
- How to move between screen options
- History Tabs
- What is 'MOOD to INVESTING'
- What is this thing we call C-Facts
- How Super Amounts and Investment Amounts are displayed
- What is monitoring frequency
- Can I link income to different Assets, Liabilities and even savings
- What does Description and Short Name mean in the income screen
- I want to toggle between client partner files.
- Selecting client status
- Working with Couples within C-Fact Finder Advance
- What is an APP?
- What is C-Facts and how does my fact finder work within it