How to Initiate the "11 Financial Fact Finder" for Client/Prospect in Advyzon | Scribe

    How to Initiate the "11 Financial Fact Finder" for Client/Prospect in Advyzon

    • 11 Financial |
    • 28 steps |
    • 5 minutes
    1
    Navigate to [https://main.yhlsoft.com/auth//users/sign_in?scope=auth&redirect_uri=https%3A%2F%2Fmain.yhlsoft.com%2Fhome%2F&_gl=1*1jw1yim*_ga*ODUzNTg2NzUxLjE2OTkzNjYyMzk.*_ga_LKFZ6035M8*MTY5OTM2NjIzOS4xLjEuMTY5OTM2NjQzNC42MC4wLjA](https://main.yhlsoft.com/auth//users/sign_in?scope=auth&redirect_uri=https%3A%2F%2Fmain.yhlsoft.com%2Fhome%2F&_gl=1*1jw1yim*_ga*ODUzNTg2NzUxLjE2OTkzNjYyMzk.*_ga_LKFZ6035M8*MTY5OTM2NjIzOS4xLjEuMTY5OTM2NjQzNC42MC4wLjA).
    2
    Enter your login credentials then click "Login"
    3
    Click here.
    4
    Click "All Apps"
    5
    Click "Client Portal"
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    You must have already activated your client/prospect portal. If you haven't, follow the "How to Activate Client Portal" Process
    6
    Look for your client/prospect you want to initiate the Fact Finder for, then click here
    7
    Click "Initiate Fact-Finder"
    8
    Select the "11 Financial Fact Finder" *If you want to preview the fact finder, click here*
    9
    Click "Apply"
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    **The following steps will show you the client/prospect perspective.**
    10
    The next time your client/prospect logs in to their portal, they will be prompted to complete the "11 Financial Fact Finder"
    11
    Once your client/prospect has completed the "11 Financial Fact Finder", they will click "Save"
    12
    Your client/prospect will be shown their results.
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    We're navigating back to Advyzon for the advisor perspective once the client/prospect has completed the "11 Financial Fact Finder"
    13
    Navigate back to Advyzon and click here
    14
    Click "All Apps"
    15
    Click "Client Portal"
    16
    Look for your client/prospect you initiated the "11 Financial Fact Finder" for
    17
    Then click here