INTERVIEW
Mode
LIFEPlan’s Interview Mode helps financial advisors collect personal and financial information, organize required documents, and prepare financial analyses more efficiently.
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Interview Mode for Streamlined Financial Information Gathering
LIFEPlan’s Interview Mode is designed to help financial advisors collect the personal, financial, and supporting information needed to build a complete client file. This feature helps structure the discovery process, reduce missing information, and prepare the next stages of financial planning, financial needs analysis, and other advisory workflows.
This module helps ensure nothing is overlooked and that all required documents are gathered, while also allowing clients to complete sections themselves with prior authorization.
For advisors looking to improve consistency, save time, and strengthen the quality of their recommendations, Interview Mode provides a strong starting point.
It supports a more organized client onboarding process, improves data quality, and contributes to a smoother client/advisor relationship.
Whether the advisor is preparing a retirement plan, an insurance needs analysis, an investment needs analysis, or a business needs review, Interview Mode helps build a stronger foundation from the start.
Module for collecting personal and financial information to ensure nothing is overlooked and all required documents are included.
In addition, your clients can complete the sections themselves with your prior authorization.
