Fact Finder Summary Report

A report displaying investment experience, risk tolerance, and financial information.

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a week ago

The Fact Finder Summary is a one-page document that can be optionally produced as a standalone electronic report or included in a comprehensive report from the Reports page. It combines key information you've entered in different areas within Asset-Map Platform.

Enter Financials on the Asset-Map

The Financial and Insurance information you've entered on the Asset-Map will be reflected on the Fact Finder Summary Report. Learn about making an Asset-Map.

Enter Investment Experience/Objectives/Priorities

Enter information on the Investor Profile page in the Household Information area. 

Learn about Investor Profile.

Complete the Member's Essentials tab and Details tabs

The more information you add, the more complete the Fact Finder Summary report will be.

Create the Fact Finder Summary Report

  1. Click the Household's Reports page.

  2. Check Fact Finder Summary to include it in the Comprehensive Report or the download icon as a standalone page.


10/2021

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