What does the Advanced Facts view provide?

What does the Advanced Facts view provide?

• A. A detailed view of everything a client has in the system
• B. A limited data entry interface
• C. A historical performance report
• D. A simplified client dashboard

Answer: (A)

The Advanced Facts view provides a detailed, comprehensive snapshot of everything a client has in the system. It brings together all core client data—accounts, assets, liabilities, balances, goals, notes, and linked planning elements—into one centralized view so you can see the full picture at a glance. This makes it easier to verify accuracy, understand the client’s financial picture, and prepare for planning discussions without hopping between multiple screens.

This isn’t about a limited data-entry interface, nor is it just a historical performance report. It also isn’t simply a simplified dashboard; those views tend to summarize or present only select information. The Advanced Facts view emphasizes completeness and depth, showing all relevant client data in one place so you can base recommendations on a thorough understanding of the client’s holdings and planning context.