Safe, secure and fully compliant with GDPR
How it Works
My Factfind has been designed to help you get to know your clients, their circumstances, and requirements. This means you can offer advice ideally suited to their needs. We’ve been through these forms ourselves with hundreds of clients, so we know they work.
Data Collection Features
The factfind tool, that is completed by your clients is the core application in the My Factfind platform. Containing 24 main sections, with detailed questions in each, this tool allows clients to record and update all their personal and financial information.
Personal Information
Address History
Dependents Details
Current Employments
Previous Employments
Current Employee Benefits
Previous Employee Pensions
Income Sources
Expenditure Details
Contingency Planning
Life Assurance
Endowment
Disability Benefit
Private Medical Insurance
Wills & Trusts
Credit History Details
Loans & Credit Cards
Properties to be Mortgaged
Asset Details
Goals & Priorities
Management features
Built into My Factfind are a range of additional features to help you, your staff, and your clients, manage and get the most out of their data.
Create a Branded Website
Create Staff Accounts
Store Client Notes & Files
Track Client Activity
Download Blank Factfinds
Download Factfind Reports
Identify Missing Client Data
Download Client Ledgers
The SSL (Secure Sockets Layer) option for all our web applications, leverages the strongest encryption to protect your data transmission, including at least 128-bit SSL certification. The lock icon in the browser indicates that your data is fully secure while in transit over the internet.