Online Factfinder Initial client data collection is captured via the fact finder template available in both electronic and paper forms. Prospect Tracking System When given to prospects prior to initial meetings, the data collection can be stored separately from confirmed clients, and transferred into the database when the prospect becomes a client. Client Reviews When conducting regular client reviews and updates, information can be collected via the online Fact Finder to be transferred into the client file for use in preparing SOA's. Gap Analysis The Fact Finder will highlight inadequate areas in a client portfolio for gap analysis and further sales opportunites. Easy Access It can be accessed on the dealers / adviser's web site, emailed to prospects / clients and the returned for uploading at the click of a button.