Create your own branded Digital Doorway to securely capture client financial data, and stay fully compliant with GDPR

My Factfind can help you with …

Productivity

Capture and classify greater volumes of data and increase client engagement through data ownership and verification.

 

 

Z

Accuracy

By engaging your clients digitally, you can ensure that their customer experience is consistent, accurate and timely.

Compliance

Systematically track data from first creation to final archive and support compliance management and reporting.

 

Providing a quick, easy and accurate way, for Financial Advisors, Mortgage Advisors and Wealth Managers, to securely capture client financial data.

This has massively uplifted the speed and accuracy of information collected from my clients, meaning I can bring mortgages to a successful conclusion much, much faster.

DS

IFA, Weybridge

I travel and work overseas a great deal, and it’s been impossible to keep in touch. Now my IFA has started working digitally it has saved me hours!

BG

Investment Client, UAE

We are currently managing a staggering …

Data Records

Data Fields

Audit Records

Looking to create your own fact-finds online?

My FactFind Creator is a Secure Online Tool for building questionnaires and surveys, with unlimited components, allowing for unlimited responses. With multiple question types including text, numeric, drop-downs, multiple choice, spam protection and much more, it’s easy to create powerful data capture forms using the drag and drop interface. Use, edit or adapt any of our existing too;s such as Attitude to Risk Questionnaire (ATRQ), Letters of Authority (LOA), Sustainability & Investment Strategy Tool (SIS) and much more.

Build your own Factfind forms ...

With multiple question types including text, numeric, drop-downs, multiple choice, file upload areas, spam protection and much more, it’s easy to create powerful data capture forms using the My FactFind Creator drag and drop interface.
 
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Build your own ATR forms ...

Packed with features, to help you document and demonstrate suitability, throughout the advice process, our ATRQ is designed to make sure your clients fully understand the risks involved with investing, and are comfortable with the agreed level of risk.
 
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Build your own LOA forms ...

Our Letters of Authority (LOA) are designed to cover a range of requirements, from “Information Only” letters, through to “Change of Agency” letters and can be customized to fit your requirements.
 
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Build your own SIS forms ...

Our Sustainability and Investment Strategy Tool is designed to help you better understand the investment strategy that best suits your clients objectives, preferences, and orientation to ESG.
 
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