Safe, secure and fully compliant with GDPR

How it Works

We all know that choosing a CRM (Client Relationship Management) solution is the number one priority for Wealth Management Companies, Mortgage Brokers and Financial Advice Firms, but there is a major problem – with so many diverse business management and administrative processes, there isn’t a ‘one size fits all’ solution that will fit most firms needs.

My Factfind can help you by looking at the problem differently!

Using a range of tools and processes, combined with bespoke support, all built around a digital doorway, My Factfind provides a cost effective framework that can be configured around your unique business needs and workflows. My Factfind not only allows you to get to know your clients, their circumstances, and their requirements but it also allows you to build, manage and grow your business digitally.





Digital Doorway

My Factfind contains all the tools you need to build your own branded digital doorway (web site). Not only is this the gateway for your clients to complete their fact find, it’s also a great way to promote your business to new clients. Your digital doorway can be as detailed as you like, containing elements such as: Text, buttons & links, Images, videos & downloads, Icons & bullet points, HTML embedded code and much more!

Data Collection Features

The factfind tool, that is completed by your clients is the core application in the My Factfind platform. Containing 24 main sections, with detailed questions in each, this tool allows clients to record and update all their personal and financial information. We’ve been through these forms ourselves with hundreds of clients, so we know they work.​


Personal Information

Address History

Dependents Details

Current Employments

Previous Employments

Current Employee Benefits

Previous Employee Pensions

Income Sources

Expenditure Details

Contingency Planning

Life Assurance


Disability Benefit

Private Medical Insurance

Wills & Trusts

Credit History Details

Loans & Credit Cards

Properties to be Mortgaged

Asset Details

Goals & Priorities

Management features

Built into My Factfind are a range of additional features to help you, your staff, and your clients, manage and get the most out of their data.


Build a Branded Website

Create Staff Accounts

Store Client Notes & Files

Track Client Activity


Download Blank Factfinds

Download Factfind Reports

Identify Missing Client Data

Download Client Ledgers

The SSL (Secure Sockets Layer) option for all our web applications, leverages the strongest encryption to protect your data transmission, including at least 128-bit SSL certification. The lock icon in the browser indicates that your data is fully secure while in transit over the internet.


Technical Support is available by contacting
If you are an existing My Factfind customer, you can also register for FREE on our Support Ticket system.