Summary
The Fact Find seamlessly integrates with the Timeline ecosystem.
Prefills and automates client information fields.
Syncs personal data across the ecosystem, ensuring consistency.
A total of 32 fields are automatically prefilled
Introduction
The Fact Find in Timeline is designed to streamline the data collection process and integrate seamlessly with the Timeline ecosystem. This integration ensures that essential client information is prefilled and automated across the platform, enhancing efficiency and accuracy. In this article, we will explain how this linking works, the benefits it offers, and which fields are prefilled and automated.
Description
The integration of the Fact Find with the Timeline ecosystem brings several benefits, including time-saving, reduced errors, and consistent client data across the platform. Here’s how the linking works and the fields involved:
Prefilling of data in the financial plan
When adding information to a financial plan for the first time, the Fact Find data automatically prefills all the information needed. The prefilled fields include:
Basic Details:
First Name
Last Name
Email
Date of Birth
Postcode
Sex
Investment Accounts:
Account name
Owner
Account type
Account balance
Income Sources:
Income name
Owner
Income type
Amount
Contributions:
Contribution name
Account to add to
Contribution source
Amount per year
Planned Spending:
Life phase
Prefilling of data in the platform
When onboarding a client to our platform, the Fact Find data automatically prefills most of the information needed. The prefilled fields include:
Household Linking:
Children
Employment status
Marital status
Employer details
Advanced information:
Email
Phone
Title
Gender at birth
Tax residency
National Insurance Number
Nationality
Additional nationality
Benefits of Fact Find Integration
Efficiency: Automates the data entry process, saving time and reducing manual errors.
Consistency: Ensures that client information is consistent across the Timeline ecosystem.
Accuracy: Minimizes the risk of incorrect data entry by pre-filling fields based on the initial Fact Find.
Compliance: Locked fields ensure that critical client information remains unchanged, maintaining data integrity and compliance.
Conclusion
The integration of the Fact Find with the Timeline ecosystem significantly enhances the efficiency and accuracy of data collection and management. A total of 32 fields are automatically prefilled. By pre-filling and automating client information fields, advisors can save time, reduce errors, and ensure consistent data across the platform. Embrace the new Fact Find features to streamline your workflows and provide better service to your clients.