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.

  • Add, edit and reorder custom fields. So customisable you can even upload your own icon for each section.

  • 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.

  • Allow clients and operators to type free-form notes, and upload documents in any section, including scanning docs directly from mobile devices.

  • Send fact finds as automated workflows through a branded portal and app, and allow clients to update personal details on demand.

  • Minimise unnecessary data entry by integrating Open Finance accounts to prepopulate expenditure statements and existing plans.

  • 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.