Best-in-class fact finding
for your business.
From prospect to client in under 20 minutes.
Exchange client information and documents with your referral network.
The easiest fact find your clients will ever use
Designed for anyone no matter their age, to complete the fact find on their own or with your live help.You haven't used a fact find like this before.
Scanning fact find data...
Generating paraplanner request...
Paraplanner request ready!
Complete paraplanner request generated with client details, goals, risk profile, and recommendations.
AI Analysis:
Client has moderate risk tolerance with focus on retirement planning. Recommended strategy includes diversified portfolio with 60% growth assets...
Data That Drives Growth
Collect, analyse, and share client data with ease.
Lens connects perfectly with AdviserLogic and any other CRM you use.
Pricing
Affordable pricing for the one-man team or large enterprises.
$ Per Month
Features
Up to
Create Clients and receive referrals from other businesses on Lens.
For Financial Planners, Accountants & Mortgage Brokers
Real Time Fact Find Forms
AI-Powered Document Analysis with Lens
Live Assistance
Customisable Form
Scheduled Reviews
Automated Comparisons
Notes & Instructions
Timeline
Export to PDF or CSV
Assisted Access
AdviserLogic Integration
FAQ
Frequently asked questions