Data Gathering Tools

Use these resources to help gather your clients' data. Guided Paper Fact Finders follow a conversational style to help you get a better idea of your clients' priorities, as well as their financial data. Blank Fact Finders are structured as data tables to organize the information you'll need.

Financial Profile Fact Finders

Note: This feature is only available with Narrator Clients. If unavailable, contact Advicent at (855) 885-7526 for more information.

Sending and Receiving Financial Profile Fact Finders

Topics Covered:

  • How to send a Financial Profile to clients
  • How to receive and review Financial Profiles
  • How to sync aggregated accounts from a Financial Profile to NaviPlan
An Overview of the Financial Profile Fact Finder

Topics Covered:

  • A step by step walk through of the financial profile fact finder.
  • How data entry is presented to the client within the financial profile fact finder.
  • How clients can add and manage their aggregated held-away accounts for use in the financial profile fact finder.
  • How a client can review and submit their data to your NaviPlan® system.A step by step walk through of the Narrator Clients® portal.

Featured Content

Increase Your Efficiency: Minimizing Preparation Time

Course Overview:

  • A variety of strategies to help increase your efficiency through fact finders, planning levels, report templates, and other user-friendly tips and tricks.

Guided Paper Fact Finders 2

Forecaster Assessment: Guided Paper Fact Finder

Gain a better idea of clients' financial priorities and gather all the information necessary to start a Forecaster Assessment for your clients.

Level 1 & Level 2 Plans: Guided Paper Fact Finder

Gain a better idea of clients' financial priorities and gather all the information necessary to start a Level 1 or Level 2 Plan for your clients.

Blank Paper Fact Finders 5

Asset Allocation Assessment: Predefined

Gather all the information necessary to start an Asset Allocation assessment for your clients.
Note: This is intended for users with predefined Asset Allocation by Morningstar.

Asset Allocation Assessment: User-Defined

Gather all the information necessary to start an Asset Allocation assessment for your clients.
Note: This is intended for users with user-defined Asset Allocation.

Forecaster Assessment

Gather all the information necessary to start a Forecaster Assessment for your clients.

Level 1 & 2 Plans

Gather all the information necessary to start a Level 1 or Level 2 Plan for your clients.

Private Corporations (Level 2 Plans)

Gather all the information necessary to enter information on clients' private corporations in Level 2 plans.