Faster Client Discovery For
Financial Advisers.
For Structured Fact Finding, AML & Risk Profiling.

Because every delay kills momentum – and creates suitability gaps you only notice at sign-off.

Go from first meeting to suitability sign-off without chasing clients, re-keying answers, or patching missing evidence at the last minute.

Client Discovery Before

Email-driven discovery that drags on for weeks.

• Fact finds half-completed or contradicted later

• Risk questionnaires not evidenced

• AML, ID, source of funds collected in a fragmented way across emails & PDFs

• Days lost chasing clients for 'one last detail'

Client Discovery After

1 structured workflow that produces a review-ready file.

• Fact finds that force answers the first time

• Risk & capacity-for-loss captured and traceable

• AML, ID & signed authorities on the client record

• Full audit trail of all answers, files & updates

Request A Demo