Introducing our new Digital Factfind

We’re rolling out a Digital Factfind that can be completed by the adviser with the client present, or sent to the client to fill in ahead of the meeting. This addition to our suite of tools, adds an extra string to our advisers’ bows and ensures clients have the option to use the ‘face-to-face’ time with their adviser for advice rather than information collation.

Timeline’s Digital Factfind enables advisers to pull together their clients’ financial objectives and capture the details of their current financial situation - including all the core areas like:

  • Goals & objectives
  • Income
  • Expenditure
  • Investments
  • Savings
  • Pension
  • Assets
  • Debts

All steps are optional, so clients can skip past anything they are not sure of and discuss it with their adviser when they next meet.

The questionnaire has been designed to be as fast and simple as possible for the client, which will reflect positively on the adviser and give a great first impression. Plus, the data can be exported as a CSV file use elsewhere, if required.

Start your relationship with your clients on the right foot, with Timeline’s user-friendly Digital Factfind.

Thomas is Product Manager at Timeline.

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