Input fields to capture
all relevant financial details
Automatic transfer of data to clients’
financial plans
Personal, Company, Super Fund
and Trust forms
Client contact management
Adviser fees details
Integration with Microsoft Word
Customisable display and reports
Client reports
Fact Find is both a form
that details all clients' personal information
necessary to produce a comprehensive financial plan,
and a client
information database.
VisiPlan Fact Find is designed to meet all compliance
needs, reduce back
office administration, and give the adviser all relevant
information regarding
the client on the computer desktop, on an ongoing
basis.
Overview
VisiPlan Fact Find captures all your clients’ details
for preparing financial
plans, client reports and for ongoing contact
management. You can retrieve
information for online reference, print or update
at any time.
Company, Super Fund and Trust
VisiPlan Fact Find stores data on other client-related
entities such as the
family company, DIY super fund and family trust.
Integration with Microsoft Word
VisiPlan Word Writer can automatically transfer
information in the VisiPlan
Fact Find database into a Microsoft Word
document such as the client’s
financial plan. Fact Find forms with client
details or blank forms can be
generated and printed. You can also customise
the Fact Find form with
your company name and logo.
Client Management
VisiPlan Client Management generates reports
on clients sorted by
interests, post codes, birthdays, referral
source, and other categories
based on information stored on the VisiPlan
Fact Find database.
