Lens is the simplest fact finding tool for financial professionals. No forced demos. No upfront costs. No per-user fees. No restrictions. Start using the full version of Lens today—absolutely free.
For Financial Advisers, Accountants & Mortgage Brokers
Modify sections and styling in seconds—no technical skills required.
For a more tailored experience, additional customisation is available upon request.
Set up a client and fact find in moments—no wasted admin time.
Collaborate seamlessly or let clients complete it at their own pace.
Clients can ask for live help or book a session via Calendly for hassle-free guidance.
Compare fact-find data across any review period in seconds—no spreadsheets, no manual digging.
Spot trends, identify gaps, and provide better advice without sifting through old files.
Refer clients and their fact find to your trusted partners—no extra admin, no lost details.
Lens automatically adjusts fact finds to match your referral partner’s profession, ensuring a seamless transition.
The original fact find stays available for download whenever needed.
Simply upload any document to your client’s profile, and let Lens AI do the heavy lifting.
Designed for absolutely 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.
Guide clients through the process as they complete their fact find, reducing confusion and errors.
With Lens, you get instant, AI-generated transcripts, summaries, client emails, and action-focused notes—so you never miss a crucial detail.
Offer real-time assistance or let them book a Calendly session—whatever works best.
Eliminate manual reminders and let Lens handle the follow-ups for you.
Automatically compare client data across any review period—no manual work required.
Eliminate tech struggles so clients can complete their fact find without frustration.
Maintain a complete client record while streamlining collaboration between professionals.
Quickly generate a Third-Party authority form and share it for signing – with your tools or ours.
Powerful Features, No Compromises
Integrated SMS & Email notifications for instant updates on client activity
Dont need to ask about assets? Turn them off. Only need investment related sections? Easy.
Assists with regulatory requirements to maintain compliance
Write a note or instruction and assign a team member to action.
See all the fact find milestones in one place.
Export the fact find to PDF or CSV for your records.
Instruct Lens to create a client, update a fact find or retrieve data via our REST API. Perfect for connecting to external CRMs.
Notify your CRM or other systems automatically when a client is created or a fact find is completed.
All client & fact find data is fully encrypted.
Change the default risk profile and goals to be anything you want.
Automatically sync your clients and fact finds.
Let Lens AI automatically provide transcripts, short summaries and action-focused notes for your clients.
Invite your referral partners (any kind of business) to Lens to receive your referrals. A cohesive, secure and convenient way for your clients to benefit from a professional ecosystem.
Get Started
Lens combines a client CRM, fact find tool, AI document analysis, and referral system—all in one seamless platform.
give us 10 minutes to show you how you'll save 1000s of work hours.
Secure the cheapest pricing for the lifetime of your subscription. Limited time only.
Go with full access to create your own clients and receive
referrals.
Go with referral only to receive referrals from other
businesses on Lens without the need to create clients.
Create Clients and receive referrals from other businesses on Lens.
For Financial Planners and Accountants
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
REST API
Webhooks
AdviserLogic Integration
Your own risk profile, goals, scope of advice & Third-Party authority (financial advisers)
Refer a client & fact find to another business on Lens
Quick and easy to follow videos.
accounts@lensapp.com.au
