Fact-Find.online replaces the dreaded paper pack with an experience clients can finish in one sitting, and delivers the result in the format your licensee and the rest of the suite already use.
The problem
What it does
Chat or wizard
Clients can talk it through conversationally or step through sections that adapt to their situation, with auto-save so nothing is lost.
Magic import
Upload a statement or an old fact find and the fields are pre-filled for the client to check and confirm.
Straight into your template
An encrypted PDF laid out like the licensee's fact find, with an adviser pre-meeting profile up front.
Recently shipped
- Conversational chat fact find is live alongside the step-by-step wizard.
- Magic import pre-fills the form from documents the client uploads.
- The PDF now follows the licensee's Xplan fact-find template, client by client in columns.
- Now on a white-label domain, feeding Client-Base.ai on submission.