Know your clients. Before you commit the hours.
For IFAs, paraplanners, and practice principals.
Turn your first client conversation into a clear picture of fit, risk, and economics. Stop spending weeks on prospects who were never right for your firm.
Built for FCA-regulated advice. Every output cited to source. Human review built in.
Three weeks in, you find out the client does not fit.
First meetings create weeks of work. Nobody asks the expensive question early enough.
The Wrong-Client Tax
4 to 12 weeks of onboarding per client. 30 to 45 minutes of data entry per meeting. Then someone notices the assets fall below your minimum. 29% of UK wealth firms take three months or more to onboard complex clients.
The Re-keying Tax
Same data typed three times. Meeting notes to CRM to suitability report. 45% of practitioners lose time searching for documents daily. Errors enter at every transfer.
The Evidence Gap
Consumer Duty demands proof. Your evidence sits in six different systems. Assembling one file check pack takes one hour to three days. Most firms still track outcomes in a spreadsheet.
First meeting to full client picture. Four steps.
Capture
Upload the meeting transcript. Add pension statements, risk questionnaires, provider letters.
The formats your team already works with.
Extract
Objectives. Risk tolerance. Capacity for loss. Income. Liabilities. Pension values.
Each field linked to the exact paragraph in the source.
Structure
Fact find fields pre-populated. Suitability sections drafted with citations.
Client-firm fit visible from the first conversation. No re-keying.
Review and Confirm
Your paraplanner reviews, adjusts, confirms.
Every field shows where the value came from. The audit trail logs who changed what, when, and from which source.
A completed fact find with full traceability. A clear view of client fit. Ready for suitability. Ready for file check.
Built for how your firm works in practice.
30 minutes of data entry becomes 3 minutes of review.
- ATR, capacity for loss, and objectives extracted from the transcript.
- Fact find fields pre-populated with source citations.
- Suitability sections drafted with evidence attached.
- Review and confirm. Not re-type from scratch.
One platform. Capture, extract, structure, defend.
Meeting and Document Capture
Transcripts, fact finds, risk questionnaires, pension statements, provider letters. Your formats.
Cited Answers
Every extracted fact links to the exact paragraph in the source. No black boxes.
Suitability Drafting
Suitability sections and rationale in your firm's tone. Evidence attached. Review and approve.
Client-Firm Fit
Structured view of each client's position, complexity, and alignment with your service model. Assess fit early.
Consumer Duty Evidence
Flag weak rationale, missing disclosures, and compliance gaps before file check.
Back-Office Integration
SharePoint, Google Drive, your CRM. Documents stay where they are.
Audit Trail
Who queried what, when, from which documents. Exportable for file checks.
Firm-Level Controls
Permissions, guardrails, and environments for regulated teams.
See Chunkbase with your documents.
We work with a small number of UK wealth management firms to build for real workflows. If your team spends weeks onboarding clients before knowing whether the fit is right, we should talk.
Built for FCA-regulated workflows. Every output reviewable. No black boxes.