For financial advisers, accountants & mortgage brokers

Onboard a client in 15 minutes.

Send one link. The client completes it solo or with live support. Lens verifies ID, creates the authority, and syncs clean data to your CRM — all before your next meeting.

Start free Book a 15-min demo

No credit card·Australian owned·Cancel anytime

Lens Fact Find CLIENT ADVISER CRM SYNC ID VERIFY AUTHORITY
87%
less time on admin
15min
average completion time
60sec
to auto-generate supporting docs

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.” Curt 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.

Discover Intelligence
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: Audio Calls

Speak naturally.
Lens handles the data.

Have an audio call with your client while they fill out the fact find. Lens records, transcribes, and uses AI to generate summaries, client emails, and actionable todos.

Discover Audio Calls
AD
Adviser
CL
Client
T
Full Transcription Word-for-word record of your entire conversation.
S
Short Summary AI-generated highlights and key discussion points.
E
Client Email A professional summary email drafted for your client.
N
Actionable Notes Todos 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 Chen Profile · 4 documents · encrypted
Refer
A
Accountant Form auto-filled · 0 keystrokes
M
Mortgage broker Auto-filling 84 fields…
F
Financial planner Ready 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 · AUS Powered 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<script src="https://lens.app/embed.js">
3</script>
4<div data-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.

Free

$0forever

For trying Lens with your first clients.

  • Up to 5 active clients
  • Every feature included
  • Real-time CRM sync
  • RAPID ID verification
  • No credit card required
Get started

Professional

$110/ month per professional

For practices running onboarding at scale.

  • Unlimited active clients
  • AI paraplanner requests & meeting notes
  • Embeddable onboarding forms
  • Refer & share with partners
  • Priority support & onboarding
Start free trial

Cancel anytime · Billed monthly in AUD · GST inclusive

Contact

Let's talk.

Questions, demos, partnerships — drop us a line and we'll get back within a day.

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