How to Access the Digital Advice Module

 

How to Access the Digital Advice Module

 

Client Digital Advice page

From within a client, navigate to the Digital Advice page from your client top menu bar.  It is located to the right of Reports.

 

 

If you can not see Digital Advice page:

πŸ”· Go to Tools ⇨ Adviser Profile

πŸ”· Under Adviser Profile (left panel), use the Digital Advice toggle to enable.

 

Please note that any open clients need to be closed and reopened for the digital advice button to appear in the menu bar.

 

 

Steps to complete prior to starting your advice strategy

 

 

Prior to creating your strategy for your client, you will be required to complete information in the following modules to incorporate your recommendations:

  • Fact Finder 
  • Client Risk Profile
  • Complete any cashflow modelling required 
  • Complete Transition to Retirement calculator (if required)
  • Update Digital Advice settings including attaching correct template

Note: super and insurance research will be done as part of the digital advice flow.

 

Great - you are now ready to create your Digital Advice Scenario

 

 

 

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