Guide
Client workspace
Everything you do for a client in Adviser Toolkit starts from their workspace: one place holding their profile, fact-find, balance sheet, and every scenario and document you have built for them.
Create a client
- 1
Add the profile
Create the client and record the basics: names, dates of birth, employment and contact details. Couples sit together in one workspace.
- 2
Complete the fact-find
Work through income, expenses, assets, liabilities, super, insurance and goals. You can fill it in yourself, or send the client a fact-find form through the portal and let their answers flow in.
- 3
Build the balance sheet
The balance sheet and net worth view assembles from the fact-find. Super funds are picked from the built-in fund list so balances land against real products.
Scenarios live with the client
Every time you run a modelling tool for a client you can save the result as a scenario. Scenarios keep their inputs and assumptions, so you can reopen them later, compare them side by side, present them on screen, or carry them into an SOA or ROA draft.
- Saved scenarios are versioned against the client, not lost in a downloads folder.
- Multi-scenario comparison lets you put two or more strategies next to each other.
- The saved advice library keeps the documents you have drafted for the client.
Where client data lives
Client records are stored in Sydney, Australia, encrypted in transit and at rest, with row-level security so an adviser sees only their own clients. See Security and your data for the full picture.
Still stuck? Email hello@advisertoolkit.com.au and we will help.