Basic Facts includes a capability that can be used during a client meeting.

• A. Morningstar data overrides
• B. Real-time trading
• C. Limited data entry
• D. Custom reporting

Answer: (C)

During a client meeting, the goal is to capture essential information quickly and without disrupting the conversation. Limited data entry in Basic Facts provides a lightweight way to record key details—such as core client information and simple preferences—without opening up complex workflows. This makes the meeting smoother, since you can focus on discussing goals and needs while the system logs the facts for future use in the plan.

The other options aren’t about quick in-meeting data capture: pulling in external data with overrides, executing trades in real time, or generating customized reports each involve actions or data flows that go beyond simply jotting down basic facts.