Tag: Fact Find
Lens + AdviserLogic: A Smarter, More Connected Advice Ecosystem
For financial advisers, remove unnecessary administration so you can spend more time with clients.
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...
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...
Building a Referral Network That Works
Building a Referral Network That Works: How Lens Helps Professionals Grow Together
Onboarding New Clients: The First Impression Matters
The onboarding process sets the tone for a client’s entire experience with your practice.
Ensuring Compliance: How Lens Supports AML, KYC, and Privacy Act Obligations
Regulatory compliance is a critical responsibility for financial advisers and accountants.