Tag: Digital Fact Find
Lens + AdviserLogic: A Smarter, More Connected Advice Ecosystem
For financial advisers, remove unnecessary administration so you can spend more time with clients.
05 Aug 2026
Video calls are now live on Lens Fact Find
With our latest update, you can now call your client directly from within their fact find. It’s a co...
15 Jul 2026
Making the Most of Review Meetings with Fact Find Comparisons
Review meetings are a cornerstone of long-term client relationships and a crucial opportunity to con...
21 Apr 2025
The Role of Automation in Reducing Admin Overload with Lens
Financial professionals face a constant battle against administrative overload. Time spent on manual...
02 Apr 2025