Fact Check - Reports for checking your entries, client reviews and fact finding

A combination of the Plan Overview, Default Assumptions, and Account Details reports (all are options on the Reports screen) should have most of the information necessary to fact check your plan inputs.

If you are after something even more detailed, we offer the Advisor Fact Check report, which details all of the entries and settings within the client case. This is a very technical report and is not intended for clients. 

We offer a Fact Find Verification report, which is intended to be shared with clients to verify that the information entered into their plan is accurate. 

 

Related topics

Import and create new client cases using the importable fact find