Integrate AdviserLogic Fact Finder with Retently

Trigger NPS/CSAT surveys when significant client information is updated, sync client profiles to maintain accurate survey targeting, and use feedback scores to enhance client advisory services.

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About AdviserLogic Fact Finder

AdviserLogic provides functionality for managing client information, including income, expenses, health, and dependent details. It allows users to retrieve and update various client details efficiently.

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AdviserLogic Fact Finder to Retently

We don't have any actions yet for AdviserLogic Fact Finder, but we're working on it!
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Retently to AdviserLogic Fact Finder

1

Get Client Basic Information by ADLID

Gets Basic Information of client saved under AdviserLogic application.
2

Get Client Dependant Information

Gets dependent details of client saved under AdviserLogic.
3

Get Client Expense Details

Gets expense details of client saved under AdviserLogic application.
4

Get Income Detail of Client

Gets Income information of client saved under Fact Finder-Income.
5

Get Client Superfund Details

Gets Superfund details of client saved under Superannuation section of AdviserLogic.
6

Add Dependants Details

Adds dependants under client.
7

Add Expense

Adds expense under client.
8

Add Income

Adds income under client.
9

Add Superfund

Adds superfund under client.
10

Add Contact Details

Adds contact details of client and partner.
11

Edit Client Contact Details

Edits contact details of the client saved in AdviserLogic application.
12

Edit/Update Income Details

Edits or updates income details.
13

Get Client Contact Information

Gets contact information of client saved under Fact Finder-Contact Details.
14

Get Client Entities Details

Gets entities details of client saved under AdviserLogic application.
15

Get Client Health Information

Gets health information of client saved under AdviserLogic.
16

Get Client Basic Information

Gets Basic Information of client saved under AdviserLogic application.
17

Client Basic Information Add

Adds or edits basic information of client in AdviserLogic application.
18

Add Entities

Adds entities under client.
19

Add Health Details

Adds health details under Fact Finder.
20

Add Insurance

Adds insurance under client.
21

Add Partner Basic Information

Adds or edits basic information of partner in AdviserLogic application.
22

Edit/Update Client Basic Information

Edits or updates basic information.
23

Edit Expense

Edits expense under client.

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