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 solutions for planners and accountants and found they were: 1. Too expensive for most small to mid-sized business: Thousands of dollars a year, with thousands of dollars to onboard. Plus, you pay for every staff member, just crazy. 2. Onboarding takes weeks - months: Found a semi decent fact find tool? Cool now you've got to book countless meetings, spend months learning how you are going to use it in your business, the process takes forever. 3. Too complex: Most of the solutions available require you to zen focus and attend countless training sessions just to figure out how to use the software for the one thing you need it for. 4. Not client-friendly: Clients less confident in online forms and computing are left confused, frustrated and without assistance. This is where Lens comes in. Lens enables you to create a client and send out a fact find in 1 minutes. Your client will get a link to their fact find form, which they can fill in on their phone or the computer. Better yet, if they need help, they can either ask for live assistance, or schedule a Calendly meeting, it’s up to you. You can both work on the form at the same time and you will see each other’s updates in real time! There are many other smart features built into the system, some of them are: 1. AdviserLogic Integration (for financial planners): Every time an input field is updated the data is synced to AdviserLogic! 2. Customisation: Instantly tailor various sections and styling to match your needs. 3. Create fact find reviews: Schedule reviews for any of your clients and the system will inform them as the due date approaches 4. Automated Comparisons: With one click you can see all the changes made between fact finds, no more guess work or spending hours finding out what has changed from last year. 5. Share Client and Fact Finds: Refer a client and their fact find to another business on Lens! You can refer a client from a financial adviser, over to an accountant and all relevant information will already be in the new fact find! No more asking the client to fill in the same thing over and over. There are more features, but I’ll leave it for anyone interested to check out the site themselves. If you have any adviser or accountant friends, please share it with them I will appreciate it massively!!

Lens

Fact Find for Accountants & Financial Advisers

Fact Find for Accountants & Financial Advisers