Fix the most painful part of your onboarding process.
Stop using PDFs, word docs, spreadsheets and online from builders.
Switch to a digital fact find that clients actually complete.
Trusted by
& many more
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. Lens onboards your clients seamlessly.
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.
Integrations
Connect with industry-leading platforms to streamline your workflow and enhance client verification.
RAPID ID
Document Verification
Verify your clients' identity documents instantly with RAPID ID's advanced verification technology.
- Instant document verification
- Automated compliance checks
- Fraud detection and prevention
XERO
Client & Document Syncing
Sync client data and documents with XERO. Keep your accounting and client management in perfect harmony with automated two-way synchronisation.
- Automatic client data synchronisation
- Document sharing and storage
- Real-time updates across platforms
Calendly
Meeting Scheduling
Enable clients to schedule meetings with financial professionals directly. Get expert help filling out the fact find with calendar integration.
- One-click meeting scheduling
- Expert guidance for fact find completion
- Automated calendar synchronisation
AdviserLogic
Financial Planning Platform
Integrate with AdviserLogic's comprehensive financial planning platform. Sync client data, documents, and insights in real-time for streamlined advice delivery.
- Real-time data synchronisation
- Comprehensive financial planning tools
- Automated compliance and reporting
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