Fact Finders

This page covers the following location(s) in NaviPlan:

Client Information - Fact Finders

Procedures :: Related Information

Procedures

ClosedHow do I review a fact finder?
  • Click the fact finder you wish to review, then click Review Fact Finder to open.
ClosedWhat are the differences between the statuses?
  • New
    • Fact finders that have been sent to a client, but have not been filled out by the client.
  • In Progress
    • Fact finders that have been partially filled out by the client, not ready for review.
  • Submitted
    • Fact finders that have been filled out and submitted to the advisor, ready for review.
  • Archived
    • Fact finders that have been submitted by the client and reviewed by the advisor, the fact finder has already been turned into a plan and the fact finder is now in a read only format.
ClosedHow do I approve a fact finder?
  • After clicking Review Fact Finder, the Accept Fact Finder page will open. After reviewing the contents of the fact finder by using the drop-down buttons found to the right of each data section, click Accept Fact Finder.
    • Clicking Accept Fact Finder will create a new client and plan within your client list. All data from the fact finder will be applied to the plan.

Related Information




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