Customisable Fact Find and Form Builder

Empower your advisers to work smart, with the UK's most customisable digital fact find. Streamline information gathering and Know Your Client (KYC) processes, tailored to the unique situation of each and every client. With a focus on flexibility, collaboration, and efficiency, our fully customisable digital fact find and form builder ensures you collect the right data, whether you're working with private clients, corporate entities, or trusts.