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Overview
The Fact Find module in AdviserLogic is designed to provide a structured and efficient way to enter and manage client data, ensuring seamless integration across all financial planning functions.
Intuitive Layout – Data entry points are strategically organised for a seamless workflow.
Easy Navigation – A scrolling feature enables quick review and access to client information.
Seamless Data Integration – Ensures data flows across reports, advice generation, and compliance documentation, making accuracy critical to the success of financial advice.
Fact Find Structure
The Fact Find module is divided into four structured sections for better organisation and efficiency:
📌 Select each heading below for in-depth instructions:
Personal – Record client details, including contact information, family structure, and key identifiers.
Financial Information – Capture assets, liabilities, income, and expenses to build a comprehensive financial profile.
Custom – A flexible section where you can create custom fields to collect additional information beyond the standard Fact Find.
Internal – For practice use only, allowing you to record client service details, reviews, and internal notes.
This structured approach ensures a clear and organised workflow, helping you efficiently manage, document, and leverage client data across all AdviserLogic functions.
This article focuses on the Custom Fact Find section, which allows you to create and manage custom fields tailored to your practice’s specific data requirements.
Custom Section in Fact Find
The Custom Section captures data from Custom Fact Find fields that have been created by your practice, allowing for tailored data collection based on your specific needs.
Practice-Specific Fields – Collect client information beyond standard Fact Find categories.
Flexible Data Entry – Capture unique client details to personalise financial planning.
Seamless Integration – Custom fields align with existing client records, improving data accuracy and usability.
This section ensures that important, practice-specific client information is recorded efficiently, supporting customised financial advice and client management.
Custom Fact Find can be used to store information that is not accounted for in the standard Fact Find fields.
The data from the custom fact-find fields can be included in reports through Database Segmentation, allowing more flexibility in sorting and filtering your client data.
How to Create a Custom Fact Find in Tools
Creating and managing Custom Fact Find fields requires administrative access. Once set up, any user account can make use of them.
To create a custom Fact Find go to Tools > Administrative Tools > Practice Management > Custom Fact Find
Select Add, enter a Section Name and Save.
When creating Custom Fact Find fields, you can control how and where these fields appear based on the client type and access permissions.
For Individual Clients | The field will appear only in an individual client’s Fact Find. |
For Business Entity | The field will appear only in a business client’s Fact Find. |
Show for Client Logins | The field will be accessible to clients who have AdviserLogic client login access. |
Show in Grid | Enables a table format for the custom fields, allowing for structured data entry and the ability to add further details. |
These settings allow for greater flexibility in data collection, ensuring that custom fields are only visible where relevant
Selecting Save will generate a pop-up confirmation and open a section where the details of the custom field can be set.
Custom Fact Find Fields
Please take note of the following information:
The Custom Fact Find section consists of multiple fields organized in two columns. Each column is divided into a field label and an interactive field. The preset fields let you customize your fields according to your specific needs.
Choose the features for your Custom Fact Find Section by selecting the relevant options from the drop-down menus or manually entering the data in the respective fields.
Type
This represents the Type of field, selected from a drop-down menu to describe its appearance. Selecting Types for the Custom Fact Find will generate different types of Custom Fact Find fields.
Field types typically consist of a label and an interactive field, occupying one column. The Heading Row type spans both columns on a row, displaying only the Field Label in left-aligned bold font, coloured black. The Placeholder type occupies one column and does not display anything on the page.
Choose from:
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Adding Text Box Type Options
Text box Type options allow you to manually input alphanumeric data such as text descriptions, currency amounts, and dates into your Custom Fact find.
Example
A field type chosen as Date in the setup window will show as a Date Box within Fact Find.
Setup Window - Tools View
Custom Fact Find View
Field Caption
This field represents the caption displayed as the Field Name in Custom - Fact Find.
Example
Setup Window - Tools View
Custom fact Find View
Hyphenation is not allowed in the Field Caption.
📌Note
As in the example above, a Comma is now permissible.
Variable Name
Used to differentiate between the categories/fields created.
Note
The Variable name can only be alphanumeric with no spaces and must be unique.
We recommend using more complex name values.
Example
Conditional Visible
Please leave this field empty. It is used for backend work only.
Additional Options
In this window, you can also choose:
Mandatory Input - Makes the field mandatory
Hide From Client Logins - Do not show the field in the client login
Include in Insert Code - Include in your email recipient filters
📌Note
These options govern the way the fields behave for all clients. It is not possible to create fields specific to individual clients.
Select Save. The Custom Fact Find will now show in the Fields list with the options added in the previous steps.
Adding Other Type Options
The other Type options generally represent fields with multiple options or placeholders for non-standardised text. As such they require additional steps. Please take a look at the specific instructions.
Adding Drop Down
To add a drop-down menu to your Custom Fact Find select this from the Type options, add the Field Caption, Variable, and Save.
📌Note
For Tick Box drop-downs follow the Selection Dropdown instructions.
The new option will show in the Fields list. You can add additional items to the drop-down by selecting it and then the Edit Items option next to the now locked Drop Down Type will open the pop-up where you can add line items.
Add line items by selecting Add from the top right of the window.
Then type the option in the Item Text field and Save.
The new option will show in the Existing Items window.
To edit an existing Drop Down option select it from the Existing Items window, edit in the Item Text window and Save your changes.
Once you have added all the options for the dropdown and saved them you may close the window. The new Drop Down with all the options will now show in your Custom Fact Find.
If you have Administration Tools access, you can add extra options from the Fact Find - Custom interface by selecting <Add New>. The Items window will open, allowing you to follow the above steps to add another option.
Adding Placeholder Fields
Placeholder fields are building blocks to help you improve the layout of your Custom Fact Find.
Custom Fact Find fields arrange themselves into 4 columns by default:
Label | Field | Label | Field |
Adding a Placeholder field helps you control how the fields added show within these 4 columns by occupying a space.
To add a Placeholder field to your Custom Fact Find select this from the Type options, add the Field Caption, Variable, and Save.
📌Note
The Field Caption for Placeholder fields needs to be filled, but will not be displayed in your Custom Fact Find. The Variable Name for Placeholder fields must also be filled in and needs to be unique just as with all other field types.
The Placeholder field will now show in the Fields list.
You can move the Placeholder field by selecting it, then dragging and dropping it into the desired position in the Fields section, to effectively introduce and display the fields.
The Placeholder field will now show in the Fact Find - Custom screen as a blank space.
No Placeholder
Placeholder Field added
Adding Multiple Placeholder fields will allow you to manage how your custom fields are displayed.
In Tools
In Custom Fact Find
Adding Heading Row
Heading Row fields are building blocks to help you improve the layout of your Custom Fact Find.
Custom Fact Find fields arrange themselves into 4 columns by default:
Label | Field | Label | Field |
Heading Rows occupy all 4 columns.
To add a Heading Row to your Custom Fact Find select this from the Type options, add the Field Caption, Variable, and Save.
The new option will show in the Fields list.
It will also show in the Fact Find- Custom Screen
You can move the Header Row by selecting it, then dragging and dropping it into the desired position in the Fields section, to effectively manage how your custom fields are displayed.
Adding Tick Box
To add a Tick Box to your Custom Fact Find select this from the Type options, add the Field Caption, Variable, and Save.
📌Note
For Tick Box drop-downs follow the Selection Dropdown instructions.
The new option will show in the Fields list.
It will also show in the Fact Find -Custom screen.
📌Note
Add additional tick boxes by repeating the previous steps.
Adding Selection Dropdown
The Selection Dropdown field type is a dropdown that allows multiple options to be chosen simultaneously. It displays the line items as a menu of tick-box options to choose from.
To add a Selection Dropdown menu to your Custom Fact Find select this from the Type options, add the Field Caption, Variable, and Save.
The new option will show in the Fields list. You can add additional items to the drop-down by selecting it and then the Edit Items option next to the now locked Selection Dropdown Type will open the pop-up where you can add line items.
Add line items by selecting Add from the top right of the window.
Then type the option in the Item Text field and Save.
The new option will show in the Existing Items window.
To edit an existing Selection Dropdown option select it from the Existing Items window, edit in the Item Text window and Save your changes.
Once you have added all the options for the dropdown and saved them you may close the window. The new Selection Dropdown, with all the options, will now show in your Custom Fact Find.
Adding Adviser List
To add an Adviser List to your Custom Fact Find select this from the Type options, add the Field Caption, Variable, and Save.
The new option will show in the Fields list.
The list in Fact Find - Custom, is populated by the active users in the practice with an Adviser licence type.
Adding Multiple Fields
To add multiple fields to a Custom Fact Find, select the lower Add button, then choose the type of field you need from the dropdown options. Follow the instructions for the type of field being added. You can access and select existing fields from the list above the data entry section for editing.
Saving the new Field will show it in the list of fields under the Custom Fact Find in the Setup Window and within Custom Fact Find.
Setup Window - Tools View
Custom Fact Find View
Fact Find - Custom Section
Once the Custom Fact Find has been created, you can see it in the Fact Find Custom Section. Choose the Custom Fact Find from the list on the left to interact with it.
The Custom Fact Find will show, and the button in the top right of the window will be a Save button to save your progress.
Fact Find Tables
If using Custom Fact Find Tables, select Add from the top right of the screen to interact with the Custom Fact Find.
Add the relevant information and Save.
The data will begin to be listed in the Custom Fact Find section. This data is reportable via Database Segmentation.
Database Segmentation
To export the information collected by the Custom Fact Find Fields for inclusion in your reports, please Follow the Database segmentation instructions.
You may also add this information to your Adviser Home Screen by following the Custom Widget instructions.