Lens collects your client's data once, then puts it to work everywhere: your AI agent, your
CRM,
your own systems and your referral partners. Planners, accountants and brokers, finally
working
from the same source of truth.
Built forFinancial plannersAccountantsMortgage brokers
Loved by planners, accountants and brokers.
Practices across Australia use Lens to onboard clients faster and hand them between
professionals without the paperwork.
“Financial Planner
Lens is the easiest client onboarding tool we have ever used. Our fact finds are getting finished and all data synced to Adviserlogic instantly. All for a great price.
WWOliverWealthy & Wise“Accountant
Our clients now onboard themselves through our website, lens sends them a link and the next thing we know the fact find has been completed, truly a game changer for us.
WADeanWearn Accountants“Mortgage Broker
Lens makes onboarding clients and passing them over to my financial planner and accountant completely hassle-free. It’s saved us so much time and simplified our whole workflow.
PFGMareePalm Finance Group“Financial Planner
Lens Fact Find is very user-friendly. It allows us to interact with our clients and assist them to fill out their Fact Find. Kosta from the support team has been extremely prompt and helpful.
KWRuthKuda Wealth
From the founder
“Lens was built from frustration with clunky fact finds and repetitive data entry. It's the tool I wanted as
an adviser — and it's strengthened my referral network with exceptional feedback from clients and partners
alike.”
CHCurt Hall
Founder of Lens · Financial Adviser
Lens Intelligence
Paraplanner requests and meeting notes, drafted by AI.
Live transcripts, summarised meetings and complete paraplanner requests — generated
automatically from every fact find.
AI-Powered
Scanning fact find data
Generating paraplanner request
Paraplanner request ready
Goals, risk profile, recommendations and meeting notes — packaged and ready
to send.
AI Analysis
Client has moderate risk tolerance with a focus on retirement at 60. Recommended
strategy: diversified portfolio weighted 60% to growth assets, with a review of IP cover
for partner
New: Video Calls
Speak naturally. Lens handles the data.
Have a video call with your client while they fill out the fact find. Lens
transcribes and uses AI to generate summaries, client emails, and actionable todos.
Full TranscriptionWord-for-word record of your entire conversation.
S
Short SummaryAI-generated highlights and key discussion points.
E
Client EmailA professional summary email drafted for your client.
N
Actionable NotesTodos and next steps identified from the call.
Real-time forms
See them type. Help them finish.
Collaborate live, side by side — no screen-share, no waiting.
Full name
Sarah Chen
Email address
Mobile number
Marital status
Automated comparisons
Year on year, at a glance.
Spot what changed between reviews — instantly.
Item
2024
2025
Salary
$118,000
+8%
Super
$94,200
+12%
Mortgage
$420,000
−4%
Net worth
$612,500
+9%
Refer & share
Refer once. Their form fills itself.
Send a client's profile and uploaded documents to any partner — accountant, mortgage
broker, financial planner. Their form populates instantly. No more double entry.
SC
Sarah ChenProfile · 4 documents · encrypted
Refer
A
AccountantForm auto-filled · 0 keystrokes
M
Mortgage brokerAuto-filling 84 fields…
F
Financial plannerReady to refer
›
Third-party authority
Authority, signed in seconds.
Pre-filled, e-signed and sent — no PDFs, no chasing.
Authority Form
Sarah Chen
✓ Signed
Document ID Verification
Identity verified. Instantly.
Verify your clients' identity documents instantly with RAPID ID's advanced verification
technology — without leaving the fact find.
Passport · AUSPowered by RAPID ID
Sarah J. Chen
Date of birth14 Mar 1989
Document №PA1234567
IssuedAustralia
✓ Verified · 100% match
Instant document verification
Automated compliance checks
Fraud detection & prevention
Embeddable onboarding
Drop it on your website.
A single line of code turns any page into a lead-capture and onboarding flow.
1<!-- Embed Lens onboarding -->
2<scriptsrc="https://lens.app/embed.js">
3</script>
4<divdata-lens-form="client-onboarding">
5</div>
CRM Integration
Sync client data to any CRM.
Lens writes directly to your practice management platform — no exports, no duplicate
keying.
Lens
AdviserLogic
Intelliflo
Xero
Salesforce
HubSpot
+ your CRM
Practice management
Built for Intelliflo.
A native integration with Intelliflo's powerful practice management platform.
intelliflo.
● Connected
Real-timesync
One-clickSetup
Fact-finder
Built for AdviserLogic.
The fastest path from initial enquiry to a populated AdviserLogic record.
AdviserLogic
● Connected
Field-levelAuto mapping
ZeroRe-keying
A new pace for client onboarding.
87%
less time on admin
15mins
average completion time
1.5hrs
Saved generating paraplanner requests.
Questions, answered.
How does the AdviserLogic integration work?
Lens writes directly to AdviserLogic in real time. Every field your client completes maps to the right
AdviserLogic record — no exports, CSVs or re-keying.
Is it really free?
Yes. The free tier supports up to 5 clients with every feature included — no credit card, no time limit.
Paid plans unlock larger client volumes.
How is client data secured?
All sensitive documents are encrypted at rest and protected by 2FA and one-time security PINs. Identity
verification is performed via RAPID ID.
Who is Lens for?
Financial planners, accountants, mortgage brokers and — anyone who collects detailed
client information at scale.
Can I customise the fact-find?
Yes. Tailor sections, add or remove fields, configure risk profiling and scope of advice to match how
your practice works.
Pricing
Simple plans. Start free.
Begin with the free tier. Scale as your practice grows.