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For Financial Advisers, Accountants & Mortgage Brokers
Save hours of work with our revolutionary AI technology that automatically scans your fact find and generates comprehensive paraplanner requests with a single click.
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...
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.
Discover how Lens can transform your client on-boarding & referrals
Includes scope of advice, goals, employment, personal cashflow, assets & liabilities, SMSF, insurance, risk profile, additional info, documents, & third party authority steps. More to come.
Fully customise your risk profile, goals, scope of advice & third party authority. Custom changes available for all fact find steps.
Our revolutionary AI allows you to instantly create paraplanner requests, analyse any document, create client-ready emails & generate tasks for any actionable items.
Refer your clients and their fact finds to any other business on Lens. Fact Find data will seamlessly covert for the receiving business' fact find.
Includes basic details, assets & liabilities, existing SMSF, SMSF setup, company setup, additional info & documents steps. More to come.
Our revolutionary AI allows you to analyse any document, create client-ready emails & generate tasks for any actionable items.
Refer your clients and their fact finds to any other business on Lens. Fact Find data will seamlessly covert for the receiving business' fact find.
Includes basic details, goals, employment, monthly expenses, assets & liabilities, SMSF, additional info & documents steps. More to come.
Our revolutionary AI allows you to analyse any document, create client-ready emails & generate tasks for any actionable items.
Refer your clients and their fact finds to any other business on Lens. Fact Find data will seamlessly covert for the receiving business' fact find.
Sync your client fact find data to AdviserLogic with just a few clicks.
No development required.
As a client fills in your fact find, data will sync to AdviserLogic in realtime!
Not using AdviserLogic? Send your client data anywhere!
Our API and webhooks make it easy to integrate with any CRM.
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 StartedLens 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.
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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
Quick and easy to follow videos.
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