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.

 

 

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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

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.
 

Build your own FactFind forms ...

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 My FactFind Creator drag and drop interface.