Customisable Fact Find and Form Builder
Empower your team to work smarter with the UK’s most customisable digital fact find and form builder. Flexible and efficient , it simplifies data collection and KYC (Know Your Client) processes, adapting to every client - whether private individuals, corporate clients, or trusts.
Customisable Fact Find
Craft tailored forms effortlessly using a library of templates or build entirely custom forms to suit your specific needs. Create different templates for different client segments or types, with your own sections or questions to capture the information you need.
Supports Collaborative Working
Decide how you want to capture fact find information from your clients. Send out an initial discovery form in advance of your meeting or complete a full financial review collaboratively with your client. Once your fact find is completed, lock it for compliance purposes so you have an accurate record of the information captured for advice.
Mobile Accessibility
Access and complete fact find and forms on the go with mobile accessibility, providing flexibility and convenience for both advisers and clients.
Joint or Individual Completion
Support both joint and individual form completion, accommodating various client scenarios and preferences.
Open Banking and Online Accounts Integration
Streamline data input by pre-populating expenditure using Open Banking data, or allow your clients to connect their online investment or pension accounts to reduce manual entry.
Fact Finds for Private Clients, Corporates or Trusts
Handle a diverse range of clients, including Private Clients, Corporate entities, and Trusts. Easily tailor your fact find proces for your different clients.
Live Financial Profile Updates
The digital fact find is constantly updated from your platforms, providers or back office integrations ensuring that you are always capturing accurate and up to date information.
Get in Touch
We understand you to make sure everything aligns with your needs.
So first, book a free, personalised demo with one of our team to explore how our solution can help you create a seamless, impactful digital experience for you and your clients.