luke.watson3
Advisely Contributor
Advisely ContributorEnhanced fact find
I see the UK has a more modern and updated version of a fact find in Xplan. Alis this update coming to the Australian market??courtney.youngblutt (Your my go to!)
courtney.youngblutt
Iress Contributor
Iress ContributorHey luke.watson3, I've confirmed with the team that there are no immediate plans to offer a similar fact-finding experience in Australia. That said, your feedback is definitely appreciated. I’ve officially logged your interest so we can track demand and weigh up future priorities.
Recent Discussions
Related Content
In the financial planning world, success isn’t about working with just anyone.
Fact find comparison report is now available to all users
Background
Client Portal allows users to provide their clients with a digital fact find to complete for new and existing clients. The dat...
