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WHAT'S NEW!

Everything you need to know, all in one place. Get the latest announcements and the first look at our most recent features and releases.

Resources

360 Lifecycle: The NEW modern interface walkthrough – click on the ‘V’ logo to watch this video in full screen

360 Lifecycle: Configurable client FactFind update – click on the ‘V’ logo to watch this video in full screen

Important Update

The 'Submit FactFind' button has moved!

It is now displayed on the FactFind header at the top of the page, alongside other common actions like 'Convert FactFind' and 'Download PDF'.

Submit FactFind Button

Explore our significant upgrade to your FactFind...

Modernised layout

We've streamlined margins and updated fields, dropdowns, buttons, date pickers for better page flow.

Enhanced clarity

Fields with errors are highlighted more clearly for quicker resolution, supported by updated validation controls.

Refreshed aesthetics

Section and subsection headers, as well as sticky notes, have been updated for a cleaner appearance, improving your focus.

Updated navigation

FactFind navigation headers have been revamped: 'Sale Data' is now 'Recommendation', and a fourth header, 'FactFind Tools', has been added.

A few little extras

Other 360 Lifecycle features

A full end to end client facing FactFind solution for advisers.

Manage clients, appointments and create new opportunities.

Real time reporting, marketing capabilities and a workflow system.

Our portal allows advisers and clients to interact securely.

Easily administer commissions and organise payments.

A few little extras

Other 360 Lifecycle features

A full end to end client facing FactFind solution for advisers.

Manage clients, appointments and create new opportunities.

Real time reporting, marketing capabilities and a workflow system.

Our portal allows advisers and clients to interact securely.

Easily administer commissions and organise payments.