When providing ongoing financial planning or advice services, it is important that the information that you hold on your clients is periodically reviewed and updated. 

The Discovery Update function allows you to create templates of client data items that you would like to be reviewed and updated at specific intervals, or on particular occasions, for example at an Annual Review. 

Once the Discovery Update template is triggered, your client is prompted to review the data that is currently held and update it with any new information. 

You can review any suggested changes before deciding whether to accept or amend them.