Digital Fact Find designed your way
Your fact find should work for you – not the other way around. Fully customisable to match your firm’s branding, workflows, and client journey. Automate key processes, collect accurate client information effortlessly, and deliver a frictionless experience that strengthens relationships from day one.
Supercharge your fact find processes with 6 game-changing benefits
Reduce the time and cost taken to process onboarding and reviews, whilst increasing response rates using the UKs most customisable digital fact find.
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Add, edit and reorder custom fields. So customisable you can even upload your own icon for each section.
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A 100% mobile enabled process, so push notifications and biometric login allows clients to complete their fact find with the convenient method they are used to, whilst still being secure.
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Allow clients and operators to type free-form notes, and upload documents in any section, including scanning docs directly from mobile devices.
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Send fact finds as automated workflows through a branded portal and app, and allow clients to update personal details on demand.
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Minimise unnecessary data entry by integrating Open Finance accounts to prepopulate expenditure statements and existing plans.
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When clients update personal details on demand, you will be automatically notified of any changes to keep you in the loop.
See it in action
In just a few minutes, we’ll show you how our fully customisable fact find integrates seamlessly with your existing systems, automates key tasks, and delivers a frictionless experience for both you and your clients.
Book a discovery call today and see how a fully customisable fact find can help you unlock your peak performance.