Fact Find

Electronic fact finds are now commonly used throughout the financial services industry and enable you to:

• Quickly and easily collect client information.
• Reliably store client information.
• Easily retrieve client information.
• Quickly edit client information, making the review process more efficient.

And from a compliance perspective an electronic fact find enables:

• Permanent, historic and verifiable record of clients’ financial circumstances, goals and needs.

After collecting and storing your client information in a database, you can easily retrieve it at any time to be used again with other eServices.