The Digital Review Fact Find allows your clients to revisit and update key information in a simple digital form, making it easy for them to review their Personal Information, goals and objectives, financial, health, recreation and insurance details. Using the AdviserLogic Onboarding Digital Fact Find workflow as a foundation ensures a consistent digital experience and efficient review process.

Navigate to Fact Find 2.0 from the relevant client record.

Select the Send Fact Find button next to the client’s name.

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 Review 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.

Once you have created and saved the email template, you can send the link via the Email module , or by navigating to the Client Home page and clicking on their email.

The email screen will open, where you can select the pre-created template by clicking the Template button and choosing from the available templates. Select OK to use the template for your email.

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 use the SMS composer in AdviserLogic by going to Tools > Adviser Tools > SMS Messaging > SMS setup your SMS account, and follow the Sending SMS instructions.

If your SMS account is already set up, you can simply select your client’s mobile phone from their Client Home tab.

Compose your message, paste in the link and hit send.

Your client will receive the SMS

Your client receives a secure link to the Digital Review Fact Find. After verifying their identity via a one-time passcode, they can review and update key sections such as personal details, goals, financials, health, and insurance.

Each section appears as a separate page with editable fields. Clients can add, update, or confirm information, then proceed using Confirm and next. A summary is shown at the end before they submit the form back to you.

Once submitted, the data becomes read-only and is ready for your review in AdviserLogic.

When your client receives the invitation to review, they click the link and navigate to the Review Digital Fact Find login page where they can generate a one-time passcode (OTP).

On the landing page, they will be asked to authenticate by selecting Send a verification code to email.

They will receive a 6 digit OTP (one-time passcode) to their email address.

After signing up, they’ll see a brief overview of the information they'll be asked to review, along with an estimated time to complete the form.

The journey commences by selecting Let’s get Started, which navigates them to pages prepopulated with Fact Find data previously collected, allowing them to view and edit as needed.

Each Fact Find section is displayed on a separate page, making it easy for clients to complete and review their information step by step. A brief, encouraging description appears on the right-hand side of each page to guide them through the process.

Clients can use the left-side navigation panel, accessible from the top left corner of the screen, to move between sections they have already completed.

The navigation panel is designed to guide clients through each section of their personal and financial profile in a clear, step-by-step manner. Each section focuses on a specific aspect of their information, making it easy to review and update at their convenience.

The table below outlines each section and what type of data clients are expected to review or provide:

The Personal Information section ensures that the foundational personal information is accurate and up to date and is the first step in your client’s Review Fact Find journey. It displays the client’s core personal details, such as name, date of birth, contact information, and relationship status.

When the client lands on this page, they’ll see their details grouped under headings like Basic Information, Address, and Dependents.

These details are pre-filled based on existing information in AdviserLogic Fact Find > Basic / Contact sections, making it easy for the client to review and confirm accuracy.

To make changes, the client simply clicks the pencil icon next to the relevant section, which opens the fields for editing. If they need to add new information, they can simply select the +Add button for the relevant section.

When your client selects Edit in the Basic Information section, they’re taken to a clean, structured data entry screen titled Edit basic information. This view allows them to review and update their core personal details.

On the left side of the screen, clients will see editable fields, including:

On the right side of the screen, a message panel provides gentle guidance with context for this section. It encourages the client to review their contact details, employment, and dependants, ensuring all information is accurate before proceeding.

At the bottom, clients can select Save to confirm updates or Cancel to exit without applying changes.

When a client selects Edit under their address information in the Personal Information section, they’re taken to the Add address screen. This interface allows them to update or add a residential, postal, or other address type.

The client sees a structured form titled Your address, with the following editable fields:

Once the details are entered or updated, the client can select Save to apply changes or Cancel to discard them.

All submitted address updates will appear as pending changes on your end, ready for review and approval within the Fact Find Review dashboard.

When the client selects Add child and dependents, they are taken to a simple form titled About your child/dependent. This screen allows them to enter or update key details for each dependent.

Fields clients interact with:

The form also includes an Optional additional information toggle, allowing clients to add more context only if relevant.

Once the information is entered, the client clicks Save to confirm the entry. They may return to this screen to edit existing dependants or add more as needed.

All dependent information submitted through the Review Fact Find will be flagged for adviser review. Changes must be accepted or rejected before being synced to the client’s Fact Find record in AdviserLogic.

This section helps capture the broader household picture, supporting advice areas such as insurance needs, education funding, estate planning, and Centrelink eligibility.

Once all sections are reviewed and saved, the client can select Confirm and next to proceed to Goals and Objectives.

The Basic Information section will now display a green tick in the navigation panel, indicating that this section has been completed.

In this section, clients are asked to outline their personal and financial goals, both short-term and long-term, as well as confirm or update their intended retirement age. This information helps shape the advice strategy and ensures their plan is aligned with what they’re working towards.

When the client lands on this page, they’ll see their details grouped under the headings: Goals and Objectives and Retirement Age.

These details are pre-filled based on existing information in AdviserLogic Fact Find > Goals and Objectives sections, making it easy for the client to review and confirm accuracy.

To make changes, the client selects the pencil icon next to the relevant section, which opens the fields for editing. If they need to add new information, they can simply select the +Add button for the relevant section.

When a client chooses to add a new goal or edit an existing one, they’re taken to the Your goals and objectives screen. This form allows them to define what they’re working towards and, if known, provide extra context to support their financial plan.

To complete or update a goal, the client is asked to enter:

Below this, optional fields are available for clients who have more detail:

Clients are encouraged to complete what they can. If they’re unsure about any optional fields, they can leave them blank and continue; you can finalise these details later.

Once the form is complete, the client selects Save. The goal is then displayed on the Goals and Objectives overview screen and will be available for adviser review before syncing to Fact Find 2.0.

Once all sections are reviewed the client lands on a Final Summary screen showing a consolidation of all sections. They click Submit to Adviser which sends the Review Fact Find back to you for your review and approval.

When the client chooses to edit or enter their retirement age, they’re taken to the Edit retirement age screen. This field helps capture one of the most significant planning milestones and ensures the advice provided aligns with the client’s intended timeline for exiting the workforce.

Clients can input their retirement goal in one of two ways:

By age – The default view for this section is 67, however, it allows the client to enter a target age.

By date – Clients can toggle to select a specific date instead, depending on their preference or certainty.

The guidance panel on the right provides reassurance and context, explaining that this step ensures their goals and future lifestyle needs are accounted for as part of their broader financial strategy.

Once the client has entered their preferred retirement age or date, they select Save to return to the Goals and Objectives overview screen. The updated retirement target will appear in your review dashboard for approval before it syncs into Fact Find 2.0.

Once all sections are reviewed and saved, the client can select Confirm and next to proceed to Trusts and Entities.

The Goals and Objectives section will now display a green tick in the navigation panel, indicating that this section has been completed.

In the Related Entities section, clients are prompted to review and update any entities they’re associated with. This includes Trusts, Companies, and SMSFs. This information is important for capturing the full financial picture, particularly for clients with complex ownership structures or interlinked assets.

The screen groups entities into three categories:

Each entity type will be listed under its relevant heading if it already exists in the Fact Find. For each entry, the client can view the entity name, ownership percentage, and any associated balance information.

To make changes, the client selects the pencil icon next to the relevant section, which opens the fields for editing. If they need to add new information, they can simply select the +Trus/Company/SMSF button to add any of these entities.

All updates made on this screen are surfaced as pending changes in your adviser dashboard and must be accepted before being synced into the master Fact Find. This ensures accuracy around ownership structures and compliance with financial entity disclosures.

When a client adds or edits a Trust within the Related Entities section, they are taken to a structured form titled Trust details. This screen allows the client to review and update information about the Trust structure, trustee arrangements, and beneficiaries.

Clients can complete or modify the following fields:

Under Beneficiary Details, the client can:

An optional Notes field allows the client to provide extra information about the trust structure or roles if needed.

Once all updates are made, the client selects Save to return to the main Related Entities screen.

When a client adds or to edits a Company within the Related Entities section, they’re taken to the Company details screen. This section allows the client to confirm or update ownership information, shareholding, and tax identifiers relevant to the company entity.

Clients can review and edit the following fields:

Under Shareholder Details, clients can:

An optional Notes field allows clients to record any further context or clarification, such as changes to directorship or shareholding structure.

Once all relevant fields are reviewed or updated, the client selects Save to return to the Related Entities overview.

​

In this view, balances shown for SMSF (e.g. SMSF Net Balance) are drawn from the Financial section of the Fact Find.

A note beneath the SMSF will explain where the balance value is sourced, with instructions that it can be updated in the SMSF financial section later in the review.

When your client selects to edit an SMSF under the Related Entities section, they are taken to a detailed entry screen titled SMSF details. Here, they can review and update key information about the fund and its members.

Clients can:

- Member name – selected from a dropdown (typically client or partner)

- Super account type – choose between Accumulation or Pension

- Ownership split – update the member’s ownership percentage or dollar balance

A note clarifies that final balance adjustments can be made later in the financials section.

They can also enter optional notes to provide context or clarify ownership arrangements, and remove a member if needed, using the bin icon beside their entry.

Once changes are complete, they click Save to return to the Related Entities overview.

After reviewing or updating this section, they click Confirm and next to continue to the Financial details – Personal Income section.

Any new or edited entity data submitted by the client will appear as pending changes for adviser review. These must be approved or rejected before syncing with Fact Find 2.0.

The Trusts and Entities section will now display a green tick in the navigation panel, indicating that this section has been completed.

The Financial Information section allows clients to review and update key financial data, including Income, Expenses, Assets, and Liabilities. This section is dynamic and adjusts based on whether the client has personal records only, or if they also hold interests in Trusts, Companies, or SMSFs.

Clients will see separate tiles based on ownership:

This section displays financial information that is personally held. Clients can update employment income, living expenses, personal loans, superannuation, investments, and any jointly held items.

Each of these views contains tailored input fields relevant to the selected entity or owner type. Clients can click into each sub-section to make changes or confirm accuracy:

The Financial sections also show an aggregated graph on the right panel of all the financial information for that section, which can be further viewed as an itemised list by selecting See Details

In the Income section, under Financial Details – Personal, clients are invited to review, update, or add their income sources. This may include employment income, pensions, investment income, and other income types.

The screen displays a summary of all declared income sources, grouped by category, for example, Employment Income and Other Income. Each income entry shows:

Clients can select the pencil icon next to an existing income entry to review or update the details, or use the + Add income button to add a new income source

Once the client is satisfied with their income information, they select Confirm and next to continue to the next financial section.

There are optional Additional Information fields available for each income entry. These can be accessed by expanding the relevant section within the form. While not mandatory, they allow clients to provide further details.

All edits or additions made in this section will be surfaced to the review dashboard for approval prior to syncing with the main Fact Find record.

Once updates are made, clients can select Confirm and next to move forward to Expenses.

The Expenses section allows clients to review, add, or edit regular spending to reflect their cost of living. Core, utility, and discretionary expenses are listed with the ability to update amounts, categories, and frequency.

Clients can select + Add expense or use the pencil icon to update existing entries. This section supports more accurate budgeting and financial goal setting by capturing a clear view of ongoing household or lifestyle costs.

The Edit or Add screen is where the client can either add a new expense or edit an existing one. It captures essential information to help advisers understand household or lifestyle costs. The form includes both mandatory and optional fields, supporting more detailed expense tracking when needed.

Clients can skip optional fields if unsure. They can Save once all relevant details are entered.

As entries are made, they will show as itemised category totals in the right-hand panel.

Once updates are made, clients can select Confirm and next to continue to Assets

The Assets information section allows clients to review, add or update details for their personal and joint assets. This includes a range of asset types such as superannuation, SMSFs, savings, investments, and more.

Each asset entry displays key information, such as ownership, type, account or holding reference, tax status, and current value.

SMSF balances can be updated in the SMSF – Financial section to ensure the financial position reflects the most current data.

To add or edit an asset, clients select the + Add asset button or the edit (pencil) icon beside an existing record.

This opens the asset detail screen, where they can enter or update information such as asset type, ownership, value, and any relevant details.

Assets are divided under two headings: Superannuation and Savings and Investments.

When adding or editing an asset, the client is presented with a form with fields specific to the Superannuation/Investment classification, allowing them to review and update the details of an existing investment, such as a bank account.

Use this section to view or update superannuation account details, including the current balance, tax components, and contribution details. This is especially relevant when updating SMSF balances during review.

To support a more detailed view of the client's super contributions, there are additional fields available under expandable sections. These fields are not mandatory but can help provide a fuller financial picture.

Clients can access these fields by selecting the ▾ Optional additional information dropdown. This reveals six collapsible sections:

Super Guarantee Contribution (SGC)

This section captures voluntary pre-tax contributions made by the client.
Fields include:

If the client makes additional concessional contributions outside of SGC or salary sacrifice they can add these here.
Fields include:

If a client selects Non-concessional contribution from the superannuation contribution menu, they’ll be able to enter additional after-tax contributions that fall outside concessional caps. This data helps paint a clearer picture of their voluntary contributions and longer-term super growth.

If your client is making contributions to their partner’s superannuation, they can record this information by expanding the Spouse contribution section.

This data helps you identify potential opportunities for super splitting, government offsets, or rebalancing strategies.

This section allows your client to provide additional administrative details that may influence estate planning strategies and regulatory compliance. These fields are optional but can support more accurate documentation and advice.

When expanded, the following fields are available:

Once the superannuation details have been added or amended, selecting Save will return the client to the summary screen, where the overall asset position is displayed.

This section captures all investment-related assets, including shares, managed funds, properties, and other financial holdings.

This section allows clients to review, add, or update their investment and savings details. The fields displayed are dynamic and will change based on the Category type selected, ensuring each asset is recorded with the relevant information.

Clients can select from the following investment types:

Each category presents a tailored set of input fields to suit the specific asset type. The aim is to capture ownership, value, provider, and other defining details that contribute to the client’s overall asset position.

The following sections break down each category and explain the fields clients will encounter when reviewing or updating their information.

When the Bank account category is selected, clients can add or edit details specific to personal or SMSF cash holdings. This includes everyday accounts, term deposits, and savings accounts. These details are vital for understanding available cash and liquidity, particularly for retirement strategies or SMSF reporting.

The form includes a combination of required and optional fields. Clients can enter key details now, or leave some fields for the adviser to complete later.

Clients can expand this section by selecting the Optional additional information dropdown. These fields are not mandatory, but they may help provide more complete data for cashflow planning.

Once the asset details have been added or amended, selecting Save will return the client to the summary screen, where the overall asset position is displayed.

When the client selects Offset account as the Category type under Savings and Investments, they’re able to add or edit offset accounts that are linked to existing loans in the Fact Find. This ensures the offset balance is appropriately factored into net asset and debt calculations.

Clients can expand this section by selecting Optional additional information. These fields support further categorisation and identification of the offset account.

Once completed, the client selects Save to record the offset. If the Save button is greyed out, double-check whether a loan has been created and linked correctly.

When the client chooses Australian shares as the Category type under Savings and Investments, they can add or edit holdings in listed domestic equities. This includes directly held shares and platform-held portfolios, allowing them to provide detailed information such as ASX codes, account numbers, and share registry identifiers.

The client can enter the value as a dollar amount or unit holding using the toggle provided. This helps to reflect holdings in the format they’re most familiar with or as recorded in external statements.

Once complete, the client selects Save to finalise the entry.

If any required fields are left incomplete, the Save button will remain inactive until they’re resolved.

When a client selects Managed fund as the Category type, they can add or update managed investments held either directly or via a platform. This includes unit trusts, retail funds, and wrap accounts.

The client can enter balances as a dollar value or by unit holding. Entry fields support APIR codes and platform details for more accurate classification and easier downstream processing.

Clients can select Save once all mandatory fields are complete. If any required details are missing, the Save button remains greyed out.

When a client selects Investment property as the Category type, they can enter detailed information about property assets held for investment purposes. This includes ownership share, valuation details, rental income, and property-specific deductions. This is also the section where clients input rental income figures.

If the property is jointly held, they can specify the holding percentage. Optional fields allow for further financial context, including depreciation, deductible expenses and purchase history.

This is where clients can record rental income.

Once all required fields are completed, the Save button will activate. If anything is missing, it remains disabled until resolved.

When a client selects Family home as the Category type, they’re prompted to enter key details about their primary residence. This section is designed to capture ownership, valuation, and property history but excludes income-related fields, as the family home is not typically treated as an investment.

Once all required fields are completed, the Save button will become active, allowing the client to proceed.

If desired, the client can expand the Optional additional information section to enter further property insights.

Once all required fields are completed, the Save button will activate. If anything is missing from, required fields, it remains disabled until resolved.

When a client selects Other investment as the Category type, they’re offered a flexible option for recording assets that don’t neatly fall under the standard classifications. This category is ideal for non-indexed, niche, or unconventional investment types that still contribute to the client’s net wealth.

This category might be used for assets such as:

This section offers advisers a catch-all option to capture the full picture of a client’s assets. Descriptions should be as specific as possible to support accurate review, especially where valuations may fluctuate or be manually updated.

Once all mandatory fields are entered, the Save button will become active.

This category ensures that unique investment structures are still captured and updated within the Fact Find, offering a complete and accurate financial picture.

This section should only be completed by clients who have a Custom product entered AdviserLogic, either manually by an adviser or through an external datafeed such as BGL. It allows the client to view or update details tied to bespoke non-indexed investments, either created in AdviserLogic or as part of a Datafeed.

Once all required fields are completed, the Save button will become available.

This category should not be selected unless the client already has an eligible custom product record associated with their profile. These are often:

If the client needs to disclose a non-typical investment they should use the Other category, you can then decide whether or not it needs to be created as a custom product for future reviews.

When all Asset updates are complete, they will show in the in the Finances - Personal section.

The client can expand the right-hand panel by selecting See Details to view a breakdown of assets by category. This provides an aggregated view of your client’s financial asset composition.

Once all assets have been reviewed or entered, the client selects Confirm and next to proceed to the Liabilities section and continue the review process.

In this section, clients can view, update or add information about their personal liabilities, such as home loans, investment property loans, and other forms of debt.

This includes:

Clients can select Add loan to include a new liability or use the pencil icon to edit existing entries.

Below is a breakdown of the required and optional fields clients can complete.

Primary Fields

These fields offer further context and can be completed where known. If left blank, the adviser can complete them later.

Clients must select Save to finalise the entry

All entered liabilities automatically feed into the liability overview displayed on the right of the screen, keeping the financial picture accurate and current. This list can be further understood by selecting See Details and opening the liabilities by category.

Once all liabilities have been entered or reviewed, the client can select Confirm and next to move to the next section of the Review Digital Fact Find. This locks in the liability data and advances the review.

If the client has previously added or newly created entities such as an SMSF, Company, or Trust, the financial section will continue for those entities.

Once liabilities have been saved, the client can also return to the Assets screen to enter an offset account linked to the relevant liability.

Clients may revisit this section to make further changes at any time, as long as the Review Fact Find has not yet been submitted.

The SMSF Financial Section allows clients to review and update the structure and balances of any existing Self-Managed Super Fund (SMSF) entities they hold.

SMSF Structure: Each listed SMSF will show the name, current balance, and member allocation.

The balance displayed is based on existing member allocations and the SMSF Net Balance already recorded in AdviserLogic. A note clarifies that this balance can be updated later if needed.

Cashflow – $ Annually

This section gives an at-a-glance view of the annualised cash movement through the SMSF:

This section provides a consolidated view of the SMSF’s financial position:

After reviewing or updating the SMSF information, the client selects Confirm and next to continue with the review process.

While the SMSF Financial section shares the same layout as the personal financial fields, it behaves differently in several important ways.

Clients cannot manually enter income or repayments within the SMSF. Instead, all values are sourced from linked financial items:

This design ensures SMSF reporting remains compliant and audit-ready, reflecting only validated and interconnected financial data.

Shows income generated from Assets owned by SMSF, this section is not editable.

The Expenses screen provides a breakdown of general expenses alongside any loan repayments associated with the SMSF.

Clients can add or update expenses as needed. However, repayments are not directly editable, these are automatically populated from the relevant Liabilities fields. This ensures consistency across SMSF financial data and maintains compliance with reporting standards.

SMSF Investments can be added via the Assets screen.

Adding SMSF loans and their repayment schedules in the Liabilities section will automatically populate the Repayments area within the Expenses screen. This ensures the repayment data reflects the loan structure accurately and remains consistent across the SMSF financial records.

If the client has a Company already listed in the Fact Find or has added one under the Entities section, they will follow the same process outlined for the Personal Financial/SMSF section. The fields presented will be identical, allowing them to enter or review the company’s liabilities in the same way.

If the client has a Trust already listed in the Fact Find, or has added one under the Entities section, they will follow the same process outlined for the Personal Financial/SMSF section. The fields presented will be identical, allowing them to enter or review the trust’s liabilities in the same way.

This section invites your client to provide insights into their general health and lifestyle. While not mandatory, this information plays a key role in supporting insurance assessments, risk profiling, and long-term planning conversations.

The Health & Recreation section is divided into two collapsible sections:

Covering medical history, lifestyle habits, and any past claims.

When your client selects any of the pencil icons beside the General Health questions, an editable screen will open. This allows them to respond to a series of health-related questions covering lifestyle, medical history, and physical wellbeing.

These fields are dynamic, meaning that depending on how a client answers, additional follow-up questions may appear to gather relevant context.

This flexible design ensures you receive just enough detail to support any advice, insurance strategy, or risk assessment, without overwhelming the client.

Once satisfied, the client can select Save to lock in their updates.

Captures any high-risk or physically demanding hobbies your client may be involved in.

If a partner is listed, the same set of fields will also appear for them.

Clients should feel free to complete as much as they’re comfortable sharing.

Any sensitive or unclear details can be discussed with you during the review meeting.

Once reviewed, they can simply Confirm and next to proceed.

This section allows clients to review and update their personal insurance cover information. It includes both summary and detailed views of active policies and gives clients the flexibility to add, amend, or remove policies as needed.

The Insurance section is designed to capture existing cover across key areas such as Life, TPD, Trauma, Income Protection, and Child Cover.

On screen, the right-hand panel provides a Total Annualised Premium Overview that summarises current cover for both the client and their partner. Any types of cover not listed will show as 'No policy,' making it easy to spot areas that may require discussion.

Clients can:

When a client adds or edits an insurance cover, they are taken to the Insurance Details screen. Here, they can enter or update key policy information for any type of personal insurance. This process allows clients to review existing details, provide missing information, or capture new policies altogether.

The screen is structured into two sections:

This top section captures the policy-level information:

Clients can choose to skip the fee fields if unsure; these can be updated later.

Covers can be added by selecting the Add Cover button Under the Insurance Covers section.

The bottom section is where the specific cover types (like Life, TPD, Trauma) are defined. Multiple cover types can be added under one policy.

Each added cover includes:

Clients can add more covers under the same policy by selecting + Add cover, or remove any added section before saving.

Once all information is entered or updated, clients select Save to return to the main Insurance section. This allows the summary to reflect the updated premium breakdown in the right-hand panel and contributes to the total annualised premium.

They can Confirm and next to proceed.

Once all information across the client’s entities has been entered and reviewed, your client can view everything from a single consolidated view before submitting the form.

This summary provides an opportunity to check for accuracy and completeness before selecting Confirm and submit to finalise the Review Digital Fact Find.

Once submitted, a confirmation prompt will appear, letting the client know their information has been sent successfully. From here, they can choose to review the summary or sign out.

Once your client submits their Digital Fact Find, you’ll receive a notification in your AdviserLogic Notification Centre, and you will be able to review the details before syncing them to the client’s Fact Find.

To access the submission, navigate to the client’s Fact Find > Basic Information screen. A new tab titled Manage Forms & Reviews will now show. This is where you can view and manage the submitted Digital Fact Find.

Selecting the Manage Forms & Reviews tab opens a dedicated landing page. While this page is designed to display a full history of Digital Fact Find forms submitted by the client over time, initially, it will display only the most recently completed submission.

The Manage Forms & Reviews screen is a dedicated space to manage submitted Digital Fact Finds for each client.

On this screen, you’ll see a table listing each submission, including:

You will also see additional settings options, which allow you to slightly customise how you view the screen

Before beginning the review process, select the three-dot menu next to the submission row and choose Refresh Fact Find. This ensures the data in the Current column reflects the most up-to-date information, in case any changes were made by you or your team after the Review Fact Find was sent but before it was submitted.

Select the submission to begin the approval process. This can be done ahead of your meeting to prepare, or during the meeting itself to guide discussion and open conversations around your client’s financial position and goals.

The Review Submitted Digital Fact Find screen allows you to verify, accept or reject individual updates submitted by the client before syncing them to the core Fact Find.

At the top left of the screen, you’ll find the following actions:

This view displays all submitted data from the Digital Fact Find in a side-by-side comparison:

To only view the changes your client has made to their Fact Find data, use the Show changes only toggle, then proceed to review.

Scroll through the list to compare each submitted field against the current records.

Bulk actions allow you to efficiently approve or decline multiple client submissions in one step. There are two distinct options, depending on the scope you want to apply:

This dual approach ensures flexibility, allowing you to move quickly through the review or take a more considered, section-by-section approach.

The Sync to Fact Find button will only become available once every entry in the submission has been either accepted or rejected. Until all data points have been reviewed, this option will remain disabled to ensure a complete and accurate update to the client’s Fact Find.

If the Sync to Fact Find button is greyed out, or not functional, check the Pending / Accepted / Rejected status indicators in the top right of the screen. You’ll need to ensure there are no items left in Pending. All fields must be either Accepted or Rejected before you can proceed with syncing the Fact Find.

Once every entry has been either accepted or rejected, select Sync to Fact Find. This will update the client's core Fact Find in AdviserLogic with all accepted entries and finalise the review.

The Sync will start – showing a spinner for the duration of the sync, while this spinner is active the Fact Find will not be updated

The review status will update.

The status of the sync will show beneath this

The submission will be locked for editing, preserving a clear audit trail of what was accepted.

The client’s Fact Find will be updated with the new values.

Any fields marked as rejected will be excluded from the sync and remain unchanged in the existing Fact Find data.

This screen ensures full transparency and control, enabling you to validate client-submitted data efficiently before committing it to the system.

️