factfind360
Ricky Rampersad Branch · Guardian Life of the Caribbean

Try it yourself.

The digital fact find our advisors use at the kitchen table, and the manager’s side that keeps every case moving. Built in the branch, for advisors who are not technical.

Guest practice · sample people · nothing you type is sent
For advisors

Fill in a fact find

Guardian’s own Confidential Fact Find, section by section. Start blank, or load a sample client and watch the need, the cash flow and retirement work themselves out as you type.

Open the fact find → For managers

See the manager’s side

The branch dashboard on sample data: the approval queue oldest first, the whole file opened in place, the client’s own confirmation, approve and sign.

Open the dashboard →

Two minutes, if you want a tour

  1. Open the fact find and press Load a sample client.
  2. Change the income or the expenses in Cash Flow and watch the surplus and the need move.
  3. Press Preview: it is Guardian’s own form, page for page.
  4. Sign in section 11 and press Send for Manager’s Review to see what happens next. Nothing is sent.
Watch the film  ·  factfind360.com
Created by Ricky Rampersad, Branch Manager