Digital Fact Find formating
$30-250 AUD
Pagato alla consegna
AGS FInancial Group is an Australian financial planning company. We use a Fact Find as a tool in our meetings with clients to record their personal information. The Fact Find is a key tool to implementing a successful planning experience for our clients.
Planners can use a hard copy FF or a digital version of the Fact Find. The hardcopy FF has recently been updated we require an updated version of the digital Fact Find. WE need someone with the ability to format and upgrade our existing Fact Find so it looks the same as our updated hard copy Fact Find. Attached is the original digital version and a copy of the updated hard copy version.
Rif. progetto: #15699642
Info sul progetto
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