Fact Find 2.0 is the data entry module for AdviserLogic, structured into four sections for efficient client information management.

This article focuses on the Internal section, which captures review details, adviser information, and client categorisation for internal use.

The Internal Section is designed for practice use only, capturing essential review details, adviser information, and client categorisation. This section helps streamline internal record-keeping, compliance tracking, and client management.

This section is exclusive to the practice and is essential for effective client servicing and regulatory compliance within AdviserLogic.

Continue reading for a detailed breakdown of the Internal section and how it supports client servicing, compliance, and internal tracking.

From the Landing Page of all sections, you can download the client's Reverse Fact Find by selecting the More button from the top right of the screen and choosing Download Client Data Report.

Each section of the client record in Fact Find shows the client's current category and status in the top right of the screen. This can be changed in the Internal > Additional Information section.

When adding data to a segment or section of the fact Find module the other segments will be locked. You must save the data you have entered before moving to edit a new segment.

If any required fields are left blank, changes cannot be saved. The Save button will appear greyed out and unclickable.

The Internal Section of Fact Find functions as the backend of the Fact Find module, providing client data management capabilities.

Here, you can set and check information related to Client reviews; assign the client's Adviser, Customer Service Manager, or Category; control the overall status of this client record in your database; see or set the Financial Services Guide (FSG) version most recently provided.

You can use the Client Relationships setting to show how this client record connects with others in your database.

Finally, the Account Codes section allows more advanced users to check on clients' connected accounts and troubleshoot issues, including Investment and Insurance datafeeds, Paylogic and MyDataLogic.

To Access the Fact Find Internal section, from a client's record navigate to the Fact Find tab, and select Internal from the options along the top of the window; or hover over the Fact Find tab and choose the heading under Internal you wish to access.

This subsection tracks key dates related to client reviews and interactions.

The Review Details subsection allows you to set and manage the client's review meeting details, which are communicated to the Review Meeting Management Widget.

You can also set and manage the client's Start Date, Last Contact Date and Last SoA dates from the bottom fields of the Client Review subsection.

All the fields in the Review Details subsection can be used in other AdviserLogic modules :

The Additional Information subsection of the Internal Fact Find Section comprises three parts that serve different functions:

These can be accessed by scrolling down from the main section of Additional Information.

The main Additional Information segment comprises fields governing Internal information related to client Category, Status, Adviser, Adviser Group, Client Service Manager, and FSG.

The system displays the names of staff members with an Adviser login in a drop-down menu. It does not show the names of staff members with Paraplanner or Support logins. From this field, choose the advisers to whom the client is assigned.

Adviser Groups can allow you to house multiple Corporate Authorised Representative (CAR) details within the practice.

Clients can be assigned to an adviser group, and the adviser can enable a preference option via Tools to have templates pull the 'practice / CAR details' from the adviser group rather than from the Adviser's profile.

This enables one adviser to service clients from multiple differently branded businesses, using different logos and templates based on the CAR instead of the Adviser's profile.

Adviser Groups also govern how and to whom tasks may be assigned, based on which Adviser Group(s) a user account has assigned when set up, as well as helping to filter the options available on some Adviser Home Screen widgets.

If you need to update or add the Adviser Group name for your practice, this can only be done by following the Adviser Group Creation and Management Instructions

To Assign an Adviser Group to staff in your practice, from an Admin account, go to Tools > Practice Management > Users

Select the user for which the Adviser Group needs to be assigned or changed.

Choose the Adviser Group to which the staff member needs to be allocated by checking the tick box in front of it and selecting Save.

To assign an Adviser Group to your client, select the adviser Group the client is to belong to from the drop-down within the Adviser Group Field of the Internal Fact Find > Additional Information subsection.

The client Category shows a list of categories to which you can assign a client. The list of categories can be created by following the category creation instructions or, from an Admin account, by selecting + Add New.

The Status subsection shows the active or inactive status of the client. To remove a client profile, select the status as Hidden. This will prevent the client from appearing in Quick Search, but you can still access the profile via Client Search if needed.

The Client Service Manager Field displays a list of active staff members, irrespective of their licence type. Select the staff member assigned as this client's Client Service Manager from the drop-down options.

FSG Version (Financial Service Guide) field displays the latest version of Financial Service opted into by the client. The list of FSG categories can be created by following the Category Creation Instructions or, from an Admin account, by selecting + Add New.

To Bulk Send and Update the FSG Version within Fact Find, please follow the Bulk FSG Instructions.

The Referred By field displays a list of established referrers. Referrers can be added by accessing Tools > Administrative Tools > Practice Management > Custom Referral Sources.

Select Add from the top right of the screen, enter the new Referrer Name in the field across the bottom of the window, and Save.

To add a referrer to the client account in Fact Find - Internal, choose the previously created referrer from the drop-down menu.

The Relationships Section enables you to display the connection between different client records, when displaying them within a single client record is not feasible, for example, siblings, employer/employee, etc.

To create a Relationship Type, From an Admin Account go to Tools > Practice Management > Client Relationships

In the Relation Name field, enter a relationship. In the Pair Name field enter the matching/opposite relationship label. Save Your entries.

These will now show in the list below, and in the Relationships dropdown in Fact Find - Internal > Relationships segment.

For in-depth instructions, please review the Client Relationship Instructions.

To set up a relationship entry, select the Add Relationship button in the center of the Relationships subsection as shown, subsequent entries can be added by using the Plus + button, next to the existing entry.

From the Entity field's dropdown menu, choose the entity from the current client record for which you want to create a relationship.

Determine the Relationship between the chosen client and the related client, by choosing this from the Related As drop-down.

From the Related To field, from the drop-down list of existing clients, select the other client record to establish the relationship with.

Add additional relationships and delete existing ones using the Rubbish Bin and Plus + Icons along the right of the Relationship entries.

The Account Codes subsection houses the information on all the automated data flows connected to the client's account including:

Additionally, the Adviser Codes segment will indicate the unique identifier for a given connection, the ADLID, and the entity it is connected to. It can be used to disconnect or refresh the data.

To access the Erase, Refresh, and Reset controls, hover over the blue arrows at the end of each connection and choose them from the drop-down menu. These are the hard controls and should be used when other troubleshooting steps have not resolved the issue.