Beta release –

Digital Fact Finder

A financial snapshot within a questionnaire


Providing client care first!

The beta release of the fact finding solution is available for public review. The fact finder is a digitized version of the needs analysis that is traditional provided by hard copy documentation.

Client care is established by giving real-time feedback throughout the needs analysis process. Instead of waiting for the next meeting with the rep, prospects can get a quick assessment of their financial position.