Advice documents
Fact Find
A comprehensive document used to collect and record a client’s personal and financial information, goals, needs and circumstances. It is the foundation for providing compliant financial advice under ASIC Regulatory Guide 175.
Use it during initial meetings with new clients or when updating information for existing clients.
The problem
Why the Fact Find takes so long today.
Without Claras
After a discovery meeting the details sit in a recording or a notebook until someone types them into the fact find, and gaps are only discovered when the paraplanner asks weeks later.
With Claras
Claras fills each section of your fact find template from the discovery meeting and any statements the client sends, so the details are in one place before anyone asks for them.
Sources
What Claras draws on.
You choose which materials are relevant. Claras reads the parts of them that each section of the Fact Find needs, and shows you the sources behind each section.
- The discovery meeting
- Statements and documents the client provides
- Any earlier record on the client
Controls
The same controls on every document.
- Fixed wording inserted word for word, where you turn it on
- Adviser and licensee details drafted from your practice profile
- Review guidance on every drafted section: light, standard or careful
- Personal information removed before anything reaches the AI, by default
- Version history on every document
- Word export in your branded template
Make the template yours.
Templates from your licensee.
If your licensee is on Claras, you draft from the structure they signed off, and they keep control of it.
- 1Select your AFSL
- 2Your licensee approves
- 3Their templates appear in your list
Licensee not on Claras yet? Tell us about your licensee
Built for advisers. Governed by licensees.
For advisers
Draft your next document from the meeting you just had.
For licensees
Share your templates with your advisers.
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