Digital fact find to ease your data load

Streamline your workflow and safeguard data accuracy by digitising client data capture and storage with AdvisorForms to support your fact-finding process.

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Boost efficiency with online fact-finding for financial planning

Reduce client data management time by 1.5 hours per client with AdvisorForms. Automate data capture and syncing with your System of Record, eliminating manual entry and transcription errors for a faster client onboarding process. It’s the solution to data overload you’ve been looking for.

EFFICIENT

DATA MANAGEMENT

Reduce time and effort spent on data collection and management, ensuring error-free and compliant data.

ENHANCED

CLIENT ONBOARDING

Simplify client onboarding, enhancing client confidence and satisfaction.

SEAMLESS

INTEGRATION

Sync client data with multiple systems, improving operational efficiency.

Digital fact-finding for financial advisors

AdvisorForms uses fact-finding technology to streamline admin tasks by automating data collection and syncing, transforming client onboarding into an efficient, error-free process that enables easy compliance.

Don’t waste any more admin hours

Stop wasting hours scanning, printing and chasing forms – not to mention the tedious data entry into your System of Record (SOR). Switch to AdvisorForms for a streamlined process. Our customisable online form collects all clients’ data, alerts you upon form completion and syncs directly with your SOR.

Give clients quality service

Impress your financial advisory clients from day one with AdvisorForms. Clients enter their data online, and you review and approve it with one click. Then, it auto-fills into your SOR. Say goodbye to paper forms and manual data entry and make a great first impression with efficient onboarding.

Ensure accurate and compliant client data

Eliminate typos and incorrect client data with AdvisorForms. No more guessing at client handwriting: clients input their data directly, with built-in error checking. Sync seamlessly with your SOR, avoiding manual errors.

Data capture made simple

Stress-free collection and consolidation

Gathering your client’s data couldn’t be easier. Simply email them a link and have them fill in their own details online. Once you’ve both reviewed for accuracy, their information syncs straight to your financial system. Freeing you up to do more of what you love – advising.

Increase your efficiency with AdvisorTools

See all your client data on a central dashboard with AdvisorTools

Collaborate live with your clients

As soon as your client fills in their details on AdvisorTools’ online portal, you can access and view the data. Review the form live, in collaboration with your client, to ensure all details are correct. Then simply approve the data at the click of a button. It’s a one-click tick of approval.

Consolidate your view

Get an overview of all your clients’ data in one central, easy-to-read dashboard. Check for overdue forms, review data to avoid compliance issues or simply track your team’s progress. Pull data from other systems to avoid double entry. Centralise your clients’ data and toss your binders for good.

Seamless customer experience

Customise what your clients see with your own business branding. Change the AdvisorTools portal colours and use your own logo to seamlessly integrate it with your other systems. Give your clients the ease of online forms while staying true to your own brand and bolstering your credibility.

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Reach out to our team now to discuss your needs and learn how our fact-find solutions can bring big benefits to your organisation.

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The best digital fact-finding platform for your industry

FINANCIAL SERVICES

AdvisorForms streamlines the fact-finding process for financial planning and other financial advisory services, and syncs with systems like IRESS Xplan. It eliminates manual data entry, reduces errors and speeds up client onboarding, allowing advisors to focus more on client engagement and less on admin tasks.

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Wealth Management

Wealth management firms can use AdvisorForms to streamline client data management, ensure data accuracy and allow advisors to focus on strategic advising and client relationships rather than admin.

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Integrations

No need to change your tech stack. We seamlessly integrate with these applications and more.

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Insights and resources

Intelligent Data Capture or OCR? How to make the right choice for your business.

Efficiency is the name of the game in the modern world. Whatever your sector, the push is on to find better ways to manage data, processes and resources. As data becomes more valuable, businesses are looking for ways to limit manual data entry and speed up processes.

Streamline banking and finance with a single automation solution.

Speed is the name of the game in today’s world. With rising customer expectations, increasing competition and mounting costs, speeding up administrative processes is key for firms in the banking and finance sector. But this is not necessarily a straightforward process.

Why human-centered automation is a must.

In a world of increased automation and advanced technologies, it can be hard to keep up. While automation promises lower costs and higher productivity, the idea of fully-automating critically important processes might be a step too far for your finance or insurance firm.

Trusted by

We are trusted by some of the biggest names in finance including:

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Contact us today to discuss how our digital fact find solutions will transform the way you run your business.

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