Fact finding is where advice begins, but all too often, it's where momentum is lost.

Lengthy, jargon-heavy forms can leave investors overwhelmed, confused, or disengaged, which is why completion rates for digital fact finds have long been a friction point for advice practices.

That’s why we’ve reimagined the AdviserLogic Digital Fact Find, not just to make it simpler, but smarter. This redesign reshapes the way investor relationships begin, helping you create early trust and capture richer, more complete data from the outset.

For advisers and paraplanners, having a complete Fact Find, before the first meeting changes everything.

You’ll spend less time chasing missing details and more time focused on strategic, personalised advice. It speeds up advice turnaround, sets the tone for a more productive relationship, and helps you make a stronger first impression, with clients who feel heard, understood, and ready to engage.

The updated Digital Fact Find is built around behavioural design principles.

These psychological techniques are used in consumer apps and digital banking platforms to guide users through complex tasks, and now, we have applied them to your Digital Fact Find.

Here’s how the new Fact Find helps your client complete the journey and helps you start with better insights:

This isn’t just a refresh. It’s a new way to start the advice process … designed to convert curiosity into commitment.

To get started with the new Digital Fact Find, navigate to the Add Client button from the top of the left menu panel in your AdviserLogic window. Enter all the required fields we have added an email field at this stage to further simplify the process. Select Add client to create the client record.

You will navigate to the full Fact Find tab in the new client's record. From the More button at the top right of the Fact Find, you will now see the option to select Send Fact Find, here you can generate a link you can share via your preferred platform.

The Send Fact Find dialogue will open, allowing you to copy a shareable link or extend the link expiry. The link can be used in your preferred communication method, such as email, SMS, or chat.

You can use the Digital Fact Find link to send it to your clients via your preferred email or SMS provider or send it natively through AdviserLogic.

To create a personalised onboarding experience that reflects your practice’s branding and tone, follow the Email Template Creation Instructions or Compose SMS Instructions to create a bespoke onboarding message that aligns with your practice, and embed the link directly within it.

You might also want to ensure you have a recent Photo in your adviser profile as this will show in the Digital Fact Find.

Add the recipient by selecting the To button.

Search for your client’s name, tick the checkbox in front of it and select OK to add them as the recipient.

Highlight the text where you'd like the link to appear, then select the Add Link button from the formatting toolbar above the editor. In the pop-up, paste your link into the URL field, then select Insert to apply.

Once you're ready, select Send.

Your client will receive the email with the link embedded and can begin completing their Digital Fact Find.

You can Save the email as a template (removing the link first).

Navigate to the SMS composer in AdviserLogic by going to Tools > Adviser Tools > SMS Messaging > SMS.

Add the recipient by selecting the To button.

Search for your client’s name, tick the checkbox in front of it and select OK to add them as the recipient.

Enter the message you'd like to send alongside the link. This text should briefly explain the purpose of the link and encourage the client to complete it.

Send the message to your client.

The Digital Fact Find is designed to guide clients through their financial story with ease, clarity, and confidence. From the outset, they’re presented with a clean, intuitive interface that builds recognition and trust.

Navigation is consistent and straightforward. Clients respond to simple Yes/No questions and easy-to-complete fields, with the system using guided paths to display only the questions relevant to their circumstances. This keeps the journey focused, personalised, and respectful of their time.

The right-hand panel provides helpful explanations, factual insights, and encouraging prompts—supporting understanding and reinforcing the importance of each step.

Visual progress indicators and editable summary tiles make it easy for clients to track, review, and update their responses. With clear graphs showing their financial positions, the experience is both informative and empowering, setting the foundation for advice that’s truly tailored to the individual.

If the client is called away, their session will time out automatically as a security precaution. When they return, they will need to resend the verification code to their email and re-enter it to regain access.

Once logged back in, they’ll be returned to the initial landing page, with all previously entered information saved securely.

Clients can use the menu in the top-left corner to navigate back through sections.

Within the Financial section, they can continue forward by using the Skip buttons or by re-confirming their previous responses—simply by selecting the relevant Yes/No options again and choosing Save & Continue where applicable.

Once your client opens the link, they’ll be taken to a landing screen prompting them to enter a verification code.

This code will be sent to the same channel the Digital Fact Find link was delivered through - either their mobile phone or email address - ensuring a secure and straightforward experience.

Your client can then enter the code into the verification field to access and begin completing the Digital Fact Find.

Once the client has submitted the verification code, they’ll be taken to an introduction page that outlines what to expect. On this screen, they will see:

This page is a simple but powerful way to ease the client into the process—boosting both confidence and follow-through.

The introduction page serves as a warm and informative welcome for the client. It clearly outlines the purpose of the Digital Fact Find and sets expectations before the client begins.

By including a personalised message from their adviser, a breakdown of what’s involved, and the estimated time commitment, it does three key things:

Selecting Let’s Get Started takes the client to the first step of the Digital Fact Find process.

This initial screen is intentionally designed to ease them in by starting with simple, familiar details.

They are asked to confirm their basic contact and entity information, such as their name, date of birth, gender, email address, and phone number. These fields are pre-filled from the original Fact Find data, where that information is available, reducing effort and helping the client feel confident from the outset.

After confirming their basic details, the client is guided to a key question:
​Who are you seeking financial advice for?

This step allows the client to indicate whether they’re completing the Digital Fact Find for themselves or jointly with a partner.

The client journey then proceeds to the Address step, where they can either search for their address using the smart lookup feature or manually enter it if needed.

They are then prompted to add any dependents they may have

As with the partner journey, selecting No will navigate the client to the summary page.

Selecting Yes will expand the screen to allow the client to enter details about their financial dependants, including names, relationships, and ages.

Selecting Save & Continue will save the dependent as an editable tile and the client will be able to add additional dependents.

Once the client has entered all their financial dependants, they can select Save & Continue to move to the Summary page.

Here, they’ll see an overview of the details they’ve provided so far, with each section displayed as an editable tile, making it easy to review and update information before moving forward.

On the right-hand panel, a progress chart visually indicates how far they’ve come and how much is left to complete. This helps set expectations, reduce drop-off, and encourage follow-through.

Selecting Continue to Goals will progress them to the next stage of the Digital Fact Find process.

The Goals Selection interface presents the client with a clean, easy-to-navigate series of tiles representing common financial goals, such as retirement planning, buying a home, or reducing debt.

Each tile includes a simple label and icon, allowing clients to quickly identify and select the goals that resonate with them.

The available goals are:

- Retire comfortably

- Pay off home

- Buy a home

- Build my wealth

- Plan my child’s education

- Protect my family

- I have a specific goal

Clients also have the option to add their own custom goal, ensuring their unique priorities are captured, whether personal, lifestyle-related, or outside the typical scope.

Selecting I have a specific goal opens a dialogue where the client can enter their specific needs.

Selecting Save & Continue will progress the client to the Summary Page.

In the Summary page, the Goals section is displayed as a single editable tile that consolidates all the client’s selected goals. This allows them to quickly review their choices at a glance and easily make updates if needed.

The right-hand panel includes a progress chart, showing how far they've come and what remains, helping to keep the client oriented and motivated to complete the Digital Fact Find.

Selecting Continue to Financials will progress the client to the financial information collection portion of the Digital Fact Find.

The Financial section is the most detailed part of the Digital Fact Find, but we’ve designed it to feel easy and manageable.

What is traditionally a lengthy data collection exercise has been broken down into a series of simple Yes/No questions, with smart branching logic ensuring clients only see fields relevant to their personal situation.

This keeps the experience focused, efficient, and far less overwhelming.

Below is a step-by-step outline of the process, giving you a clear view of the client experience from start to finish.

The first page of the Financial Information section prompts the client to enter their income details through a single, easy-to-complete field, keeping the process straightforward and approachable.

On the right-hand panel, a bar graph provides a visual snapshot of typical income ranges, helping clients contextualise their entry. This visual aid supports transparency and encourages thoughtful, confident responses.

By presenting financial data entry in a clean, focused layout, this step reduces overwhelm and keeps the client engaged.

Selecting Save & Continue will save the income as an editable tile. The client can add additional income by selecting the + Add Income button, which will show in the left panel.

The next question asks the client to provide their Expenses information. They can choose to enter a single lump sum amount,

or toggle to the itemised view, where they can easily add expenses by category, such as housing, transport, education, and lifestyle.

Selecting Save & Continue will save the entered expenses and automatically update the bar graph in the right-hand panel.

The client can view a breakdown of their expenses—whether entered as a lump sum or itemised—by selecting the See Details button beneath the graph. This gives them a clear visual of their spending, helping them stay informed and engaged throughout the process.

They will move on to a simple question around home ownership.

Selecting Yes will open an interface where the client can enter their home ownership details, including property value, loan balance, repayments, and ownership structure.

Selecting No will navigate the client to the next step.

Here, the client can enter their rental payments.

This branching ensures that housing costs, whether owned or rented, are accurately captured as part of the client's overall financial position in an easy to navigate interface that avoids overwhelm.

If neither of these conditions applies, the client can skip the step.

Next, we move on to Saving, with a few simple questions about the clients' savings and saving habits.

As with the other financial modules, the data entered here will show the client a snapshot of their annual saving.

They then move on to Superannuation with a simple question about their Super balance.

After saving their housing details, the client will be prompted with a Yes/No question asking whether they own any investment properties.

Selecting Yes opens additional fields for entering the investment property details such as value, income, and expenses.

Selecting Save & Continue will save the Investment Property as an editable tile. The client can add additional properties by selecting the + Add Investment Property button, which will show in the left panel.

The right-hand panel will display an aggregate view of the client's previously entered assets, providing a running total.

When investment property details are added, they will automatically be included in this summary, offering a clear, real-time snapshot of the client’s overall asset position.

They can see a breakdown of their assets by selecting See Details.

Selecting No will simply move them to the next step in the Digital Fact Find journey.

The client is then prompted to provide details about other investments, such as stocks, bonds, managed funds, ETFs, or any other financial assets they may hold outside of property and superannuation.

As with previous steps, they are presented with the familair Yes/No question.

Selecting Yes will open fields to enter investment details.

As with other asset sections, the client will see their aggregated assets in the right panel, where they can see a clear breakdown by selecting See Details.

Selecting Save & Continue will save the as an editable tile, along with other assets like Investment properties.

This helps ensure a well-rounded view of the client’s financial position while keeping the experience focused and easy to navigate.

The client can add additional Investments by selecting the + Add another investment/asset button, which will now show options for:

Selecting No will navigate them to the next step in the process.

The client will then be prompted to enter any additional loans or liabilities, including credit card debt, personal loans, car loans, or other outstanding balances.

As with previous steps, the question is framed in the now-familiar Yes/No format:

Selecting Yes opens fields to enter loan details:

The client can select the Loan Type from:

Then enter the other relevant fields prompted to enter the relevant loan details, including:

Selecting Save & Continue will save the Liability as an editable tile. The client can add additional loans by selecting the + Add Loan button, which will show in the left panel.

This ensures a detailed understanding of the client’s debt obligations, supporting accurate modelling of cashflow and future liabilities.

As with the other financial sections, a summary of the client’s liabilities will appear in the graph on the right-hand panel.

Selecting See Details beneath the graph will expand the view to show a detailed breakdown of each loan, categorised by type, making it easy for the client to understand how their debts are structured and how they contribute to their overall financial position.

Selecting No on the initial screen or Save and Continue from the list screen advances the client to the next stage of the Digital Fact Find.

The client is then asked whether they engage a lawyer or accountant, using the now-familiar Yes/No format.

This question helps identify key professional relationships that may be involved in the client's financial strategy or be relevant for collaboration during the advice process.

Selecting Yes will open fields where the client can select their Consultant Type and enter the Firm and Consultant Name.

Selecting Save & Continue will save the Consultant as an editable tile. The client can add additional consultants by selecting the + Add Consultant button, which will show in the left panel.

Selecting No on the initial screen or Save and Continue from the list screen advances the client to the final stage of the Digital Fact Find journey.

At this final stage of the Digital Fact Find journey, the client is reassured that they’re almost finished. They’re then prompted to provide their insurance status.

All they need to do is tick the types of policies they currently hold - such as Personal - life, TPD, trauma, or income protection; Home & Contents; Health ; and an option for Other, where the client can specify any other policies, they hold. The bottom of the screen has an option to upload any relevant policy documents.

Selecting Save and Continue advances the client to the Overview screen, signalling the end of the Digital Fact Find journey.

The Overview stage displays each completed section of the Financial portion of the Digital Fact Find as an editable tile, allowing the client to review and modify their responses before submitting and moving to the final review.

When the client submits the information, a confirmation dialogue will open prompting the client to Submit the Digital Fact Find to their Adviser or Review their information again.

Additionally, two visual summaries appear in the right-hand panel:

These charts give the client a clear snapshot of their financial position, reinforcing the value of the process and setting the stage for a meaningful first meeting.

Selecting Submit to Adviser will display a disclaimer, asking the client to acknowledge that that the information they’ve provided is true and correct to the best of their knowledge.

Once confirmed, the Digital Fact Find is securely submitted, giving the adviser a complete, structured view of the client’s financial situation, ready for review and strategy development.

A confirmation dialogue will let your client know they have successfully submitted the information.

Once your client has submitted their Digital Fact Find, you’ll receive a notification in your AdviserLogic Notification Centre, identifiable by the 🔔 Bell icon in the top right menu, alerting you that their information is ready for review.

Select the Digital Fact Find heading to navigate to the client’s Fact find to review their information.

You will now see the client’s information populated within the Fact Find fields in AdviserLogic. This allows you to review and validate their responses, identify any gaps or follow-up questions, and prepare meaningfully for your first meeting.

With their goals, financial position, and key details already captured, you can shift the focus of your initial conversation from data collection to strategy, values, and next steps, creating a more engaging and efficient client experience from the outset.

Below, you will find editable email templates that introduce you and the Digital Fact Find to the client. You can use these as tem[plates to send the Dital Fact Find or as an attachment when sending the Digital fact Find to the client.