That's exactly why the integration between Lens and AdviserLogic (ADL) continues to evolve.
Together, Lens and AdviserLogic create a connected ecosystem that streamlines the journey from client onboarding through to advice production, reducing duplicate data entry and helping practices deliver advice faster and more consistently.
#Start with a Better Fact Find
Every great piece of advice begins with quality client information.
Lens provides a modern, collaborative digital fact find that makes it easy for clients to complete their information while giving advisers full visibility throughout the process. Whether completed remotely or together during a meeting, advisers capture comprehensive client data in one place.
Once complete, Lens pushes a significant portion of that fact find data directly into the AdviserLogic CRM, eliminating the need to manually re-enter information across multiple systems.
The result?
Less administration
Greater data accuracy
A smoother onboarding experience
More time focused on advice instead of paperwork
#A Connected Advice Workflow
The real power of the integration comes from what happens next.
Once client data has been populated into AdviserLogic, it flows naturally into ADL's Digital Advice tools, allowing advisers to leverage the information they've already collected when producing advice documents.
Instead of repeatedly asking the same questions or copying data between platforms, advisers can maintain a single source of truth throughout the advice journey.
This connected workflow helps practices:
Reduce duplication
Improve consistency across documents
Minimise data entry errors
Produce advice documents more efficiently
#AI That Works Together
Artificial intelligence is becoming an increasingly valuable part of the advice process—and both Lens and AdviserLogic bring unique strengths to the table.
Within Lens, advisers can use AI to transform client meetings into practical outputs, including:
Client summary emails
File notes
Paraplanner requests
Meeting transcripts and key insights
The same client data also becomes available within AdviserLogic, allowing advisers to leverage Evolve AI as part of their broader advice workflow.
For many practices, Evolve AI provides an excellent framework for producing structured file notes, giving advisers another way to convert captured information into compliant documentation.
Rather than competing, the AI capabilities across both platforms complement one another—allowing advisers to choose the right tool for each stage of the advice process.
#Building an Even Stronger Ecosystem
The Lens and AdviserLogic integration continues to grow.
Our focus remains on reducing friction between systems, eliminating repetitive administration, and creating a more connected experience for advisers and their support teams.
As both platforms continue to evolve, practices can expect deeper integrations, smarter automation, and an increasingly seamless flow of information from initial client engagement through to ongoing advice delivery.
The goal is simple: collect information once, use it everywhere, and spend more time delivering valuable advice.
When your fact find, CRM, advice production, and AI tools all work together, the entire advice process becomes faster, more consistent, and significantly more efficient.