Adding/Accessing Client Records

There are two modules that hold client information:

  • Clients
  • Fact Find

The Clients module is where general data about a client is held, including their holdings (policies/directly held assets etc) and work/task details.

The Fact Find module is where income, expenditure, assets, liabilities, attitude to risk and planning objectives are entered.

All client and holding details auto populate the other module where the fields match , if information is added in Clients it is available in Fact Find and vice versa