View an existing Fact Find

 

To View an existing Fact Find within the system click the Fact Find Tab on the bottom menu Bar

 

A Full list of fact find's performed within Adviser Cloud is displayed (as shown below) This shows fact finds for new and existing clients, as well as those performed by clients using their client area.

This section also shows fact finds that are in progress (See the Status)

If you have a long list of fact finds you can use the buttons below to search.

or if you know the client name you can search using the search box as shown below.

 

 

To Then view the required Fact Find click the View PDF button

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 Below is a sample of a PDF of a Fact Find.

fact_find_sample.PNG

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