Request to have your form digitised!

Simply upload your form and we will be in contact with you with our analysis.

  • Please upload a copy of your current form

  • Please enter any other relevant information

What is the benefit of digitising your forms?

Save hours chasing paper

Don’t waste time chasing missing data. Collect client data with a branded digital fact find and let the paperless workflow do the heavy lifting. Convert your fact find to digital or choose from one of our expertly designed fact find forms to onboard new clients or prepare for a review meeting.

Drive business efficiencies

Pre-fill information manually, or watch as information in clients’ portals pre-populates the form automatically. Attach files, set to-dos, and add notes within the fact find, then monitor progress to stay on track!

Store data securely

Use the wealth portal’s electronic signing feature to get sign off from clients. Information entered by clients is locked and stored securely within the fact find for easy access during review time.

Enhance your digital brand

Eliminate paper waste and deliver a first-class client experience with a sustainable, easy-to-use, digital fact find process. Forms are customised with your logo to propel your brand to the forefront of digital engagement.

Customise your fact find

Part of a dealer group or have specific compliance requirements? Get in touch to learn how the Digital Fact Find can be customised to meet your firm’s needs.

Enhance your digital brand

Eliminate paper waste and deliver a first-class client experience with a sustainable, easy-to-use, digital fact find process. Forms are customised with your logo to propel your brand to the forefront of digital engagement.

Customise your fact find

Part of a dealer group or have specific compliance requirements? Get in touch to learn how the Digital Fact Find can be customised to meet your firm’s needs.

Client portal available on the Apple and Google stores: