AdviserLogic Fact Finder integrations
Use Nekton to connect AdviserLogic Fact Finder with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate AdviserLogic Fact Finder integrations with Nekton
Create automations that integrate AdviserLogic Fact Finder with other services
Nekton AI can integrate AdviserLogic Fact Finder with many online apps and tools.
Here are some popular integrations you can try to automate your AdviserLogic Fact Finder workflows:
AdviserLogic Fact Finder actions
Nekton can use any feature that is available in AdviserLogic Fact Finder API.
Using our advanced AI, you can easily create custom automations for AdviserLogic Fact Finder.
Here are some typical actions you can do in your automated workflows.
Client Basic Information
Add/Edit Basic information of client in AdviserLogic Application
Add Entities
To add Entities under client
Add Health Details
Add Health Details under Fact Finder
Add Insurance
To add Insurance under client
Add Partner Basic Information
Add/Edit Basic information of partner in AdviserLogic Application
Edit/Update Client Basic Information
Edit/Update Basic Information
Edit Expense
To edit Expense under client
Add Dependants Details
To add Dependants under client
Add Expense
To add Expense under client
Add Income
To add Income under client
Add Superfund
To add Superfund under client
Add Contact Details
Add Contact Details of Client and Partner
Edit Client Contact Details
Edit Contact Details of the Client saved in AdviserLogic application.
Edit/Update Income Details
To edit/update Income Details
Get Client Basic Information
Get Basic Information of client saved under AdviserLogic application
Get Client Dependant Information
To get dependant details of client saved under AdviserLogic
Get Client Expense Details
Get expense details of client saved under AdviserLogic Application
Get Income Detail of Client
Get Income information of client saved under Fact Finder-Income
About AdviserLogic Fact Finder
Fact Finder is an application to either fetch, create, or update Fact Finder data as per current AdviserLogic schema