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Kosta Andonovskileft a comment
Over the last year I have been building a new software to make fact finding as simple and enjoyable as it possibly can be! We noticed how ancient and laborious most fact find forms are. The financial adviser / accountant sends you a PDF or an Excel sheet to fill in a thousand questions with little to no help, the whole thing is convoluted and prone to error. We started looking at existing...
LensFact Find for Accountants & Financial Advisers
Lens is the simplest fact finding tool for financial professionals. No forced demos. No upfront costs. No per-user fees. No restrictions. Start using the full version of Lens today—absolutely free.
LensFact Find for Accountants & Financial Advisers