Iress Contributor
Iress ContributorHi Claire,
In its current state you do not get a full report of the changes made, though they are logged in the audit trail. Also, there is the option to request a more text based response from the client with your own custom questions, examples I have seen are:
Q. Are there any changes to your personal or financial that you wish to share and discuss during our review?
Q Have you had any change to your income or employment?
Q Can you confirm if you have made any changes to you Wills or Powers of Attorney?
With multiple fact find journeys available to be configured, you can tailor the content for the client.
Regarding the comment on the bank balance, this could be a question you include as well. Equally you could request a bank statement and get the client to upload it securely through the messaging service in Client Portal.
Lachlan
Hi Lachlan,
Thanks for your reply.
Do you know if custom questions can be added when using Planner Central? Last time I got asked I was told we can't customise it.
We no longer have an accounts manager due to the restructure, so I don't even know how we'd go about this?
On a related note, I've found if you ask a client 'has anything in your Estate planning changed' they say no.
Whereas if you say "Your current EPOA is Mrs Jane Smith, and your Medical POA is Mr John Smith, is this still correct?", you get a much more reliable answer!
Cheers,
Claire
