Finding Factfind Info
Once a client has completed a Factfind that they have been sent, the information they have entered will immediately be updated in their client record in your Plannr site. This guide will detail where to find the information from each section of the Factfind. More information on Factfinds can be found here
Select the Contacts option from the left side of any screen in Plannr.
Select the desired client and click on their name to bring up their profile.
You are then presented with the client page. From here there are 6 options: Dashboard, Personal Details, Plans, Work, Conversations, and Access. To see an overview of the factfind, select Work.
In order to see the factfind, select Factfind Requests and from here you can click on the eye icon to view the submissions made.
From the client page, pressing the Personal Details tab brings up a list of different sections regarding information associated with the client. This is where information collected in the factfind is stored.
Under Core Info you can find all the basic details collected in the factfind, along with other information such as review dates.
All email addresses, telephone numbers and addresses associated with the client are stored here.
Any dependants appear here.
Employment details are stored here.
Income details are displayed here.
Any expenses are recorded here.
Health information is stored here.
Estate details are recorded here.
Client goals are displayed here.
Pension details are recorded here.
Any plans are stored here in the Plans section, and you can view the total net worth summary, or click on any of the plan types to view the assets held under each of the sub categories.
Click on an individual plan to bring up an overview with further details about the plan, including a graph showing growth over time.
Overview
Select the Contacts option from the left side of any screen in Plannr.
Select the desired client and click on their name to bring up their profile.
You are then presented with the client page. From here there are 6 options: Dashboard, Personal Details, Plans, Work, Conversations, and Access. To see an overview of the factfind, select Work.
In order to see the factfind, select Factfind Requests and from here you can click on the eye icon to view the submissions made.
Individual Sections
From the client page, pressing the Personal Details tab brings up a list of different sections regarding information associated with the client. This is where information collected in the factfind is stored.
1. Basic Details:
Under Core Info you can find all the basic details collected in the factfind, along with other information such as review dates.
2. Contact Details:
All email addresses, telephone numbers and addresses associated with the client are stored here.
3. Dependants:
Any dependants appear here.
4. Employment:
Employment details are stored here.
5. Income:
Income details are displayed here.
6. Expenses:
Any expenses are recorded here.
7. Health:
Health information is stored here.
8. Estate Planning:
Estate details are recorded here.
9. Goals:
Client goals are displayed here.
10. State Pension:
Pension details are recorded here.
Plans
Any plans are stored here in the Plans section, and you can view the total net worth summary, or click on any of the plan types to view the assets held under each of the sub categories.
Click on an individual plan to bring up an overview with further details about the plan, including a graph showing growth over time.
Updated on: 26/02/2025
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