Manage your client information in one place

Client Dashboard

Once your clients have registered (or been added manually) on the My Factfind system, the ‘Client (User) Dashboard’ is a great place to manage information related to individual clients.

From the ‘Client (User) Dashboard’ you can:

• Update user details
• Allocate an advisor (staff member)
• Create and amend text notes
• Upload, store and download files
• View and download historical Factfind data sets
• View and download historical Ledger data sets

When logged in as ‘Admin’ (or staff), you can access each ‘Client (User)’ via their own ‘Dashboard’.