TECHNICAL TALK
NEW FACT FIND DASHBOARD
GET QUICK , COMPREHENSIVE , AND EFFORTLESS ACCESS TO YOUR FACT FIND DATA .
Intelliflo has announced the release of a new and updated version of its fact find dashboard within Intelliflo Office back office system .
Developed in consultation with a range of intelliflo users , the layout and content of this latest edition has been designed with the end user in mind . The new dashboard will provide users with quick , comprehensive , and effortless acces to data , instant visualisation of information through appealing graphs , and clean and modern outputs to guide users in making informed and accurate decisions .
This new fact find dashboard will enable intelliflo users to easily answer a number of important questions , such as :
• the number of fact finds that have been completed along with the areas of completion
• client residency statuses , including the number of clients with a mortgage but no protection
• client retirement information , including those approaching retirement age in the next 12 months
• an overview of assets and liabilities , including clients with liabilities but no protection
• a summary of ATR results recorded by clients
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