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Overview

AdviserLogic’s Reverse Fact Find simplifies client engagement by reducing time spent on manual data entry. Instead of starting from scratch, you can send clients a pre-filled questionnaire tailored to their financial situation. Clients can then review, confirm, and update their details, making the process more efficient and hassle-free.

Using the Reverse Fact Find, you can:

Quickly validate and update financial information.
Focus on meaningful discussions rather than data collection.
Streamline client onboarding and enhance engagement.

This approach ensures accurate, up-to-date client records while allowing you to provide more personalised financial advice efficiently.

Accessing Reverse Fact Find

Reverse Fact Find can be accessed in multiple ways within AdviserLogic, depending on whether you are using custom or standard templates. There are three primary access methods:

Standard Reverse Fact Find – Access the standard Reverse Fact Find tool within AdviserLogic to generate a pre-filled financial questionnaire for clients.

Custom DOCX Reverse Fact Find – If your firm has created custom Reverse Fact Find templates, they can be accessed through the Templates section for a tailored client experience.

Insurance Fact Find – If gathering insurance-specific details, you can use the Insurance Fact Find option to collect and validate a client’s insurance-related financial information.

Standard Reverse Fact Find

From the client's record go to Fact Find Basic Information. Select the More button from the top right of the screen, then select Download Client Data Report from the drop-down to generate the reverse Fact Find.

A confirmation prompt will show briefly, and the Reverse Fact Find will download.

You will find the downloaded document in your Downloads folder.

Understanding the Structure of a Reverse Fact Find

AdviserLogic’s Reverse Fact Find uses existing Fact Find data to provide you and your clients with a snapshot of their current financial situation. This overview serves as a starting point for discussions about any changes or improvements the client wants to make to their financial goals.

What to Expect on the First Page:

The first page of the Reverse Fact Find includes key adviser details, such as:
📌 Adviser’s Name
📌 AFSL Number
📌 Street Address
📌 Contact Details

This ensures clients have clear visibility of their adviser’s credentials while reviewing their financial data.

The next section outlines the Client's Goals and Objectives. This is a crucial step in setting the tone and direction for future advice.

The following page is reserved for the client's Contact details, Dependents and Employment information.

Moving on, the next section lists the client's other entities, such as SMSF, Trust, or Business entities and their holdings.

Followed by details of the client's income from all sources, which will be used for modelling and advice.

The following section of the Reverse Fact Find provides a summary of the client's Expenses, along with their Annual Surplus/Deficit and Income Tax obligations. Providing clients with a comprehensive view of their income and expenses helps to enhance their engagement experience and open conversations around their financial journey.

Subsequently, we come to the Current Position Analysis. This section allows your clients to view a comprehensive breakdown of their current financial position and Net Worth by listing all of their Assets and Liabilities by type, in an easy-to-follow table.

Followed by the client's existing Superannuation information and Estate Planning sections.

Following the adviser's details, the Reverse Fact Find moves to the Professional Advisers and Client’s Risk Profile section.

Professional Advisers – Lists other key professionals involved in the client’s financial planning, such as accountants, solicitors, or estate planners.
Risk Profile – Provides an overview of the client’s investment risk tolerance, helping to align their financial strategy with their comfort level and long-term goals.

This section ensures that all relevant professionals are accounted for and that investment strategies reflect the client’s risk preferences.

The next sections of the Reverse Fact Find focus on key factors relevant to insurance advice, including:

Existing Insurance – Summarises the client’s current insurance policies, such as life, income protection, trauma, or TPD insurance.
General Health – Provides important health-related details that may impact insurance needs and policy eligibility.
Recreational Details – Highlights activities or hobbies that may pose additional risk factors, such as extreme sports or hazardous occupations.

These sections ensure that insurance advice is tailored to the client’s health status, lifestyle, and existing coverage, helping to identify potential gaps in their protection.

Leading directly into Needs Analysis.

The final page of the Reverse Fact Find shows the Client Declaration page where the client agrees to the outlined conditions and signs the agreement.

⚠️Note
This overview relates to the ADL Standard Reverse Fact Find Template as outlined above, for template customisation please see the Custom Templates instructions.
To Automate Fact Find Data entry, please refer to the Client Login Instructions.

Custom DOCX Reverse Fact Find

To Access your custom DOCX Reverse Fact Find, from the client record go to Client Home. Select the Download Arrow from the Client Profile Tile.

Alternatively, access the custom DOCX Reverse Fact Find from the client record by going to Reports, then Templates.

From the Select Template Folder drop-down, choose AdviserLogic Premier – Advice Documents or your custom folder. Then, in the Select Template drop-down, select ADL51 – Reverse Fact Find or your Custom Reverse Fact Find file.

Insurance Only Reverse Fact Find

To access an insurance only version of the Reverse Fact Find, from the client record go to Client Home and select the Download Arrow from the Insurance tile.