Question 1

What is Chunkbase?

Accepted Answer

Chunkbase is document intelligence software for UK wealth managers, IFAs, and paraplanners. It turns meeting notes and client documents into structured fact-finds, pre-populated suitability sections, and audit-ready evidence, with every answer traceable to source.

Question 2

Who is Chunkbase for?

Accepted Answer

Paraplanners, financial advisers, compliance officers, and operations teams in UK wealth management and IFA firms. It's designed for anyone who spends time re-keying client data, preparing file checks, or assembling evidence for audits.

Question 3

How does Chunkbase handle compliance?

Accepted Answer

Built for FCA-regulated workflows. Every extracted fact links to its source document. All queries are logged with user, timestamp, and documents used. Human review is built into the workflow, no black-box outputs.

Question 4

What workflows does Chunkbase support?

Accepted Answer

Fact-find completion from meeting notes, suitability report drafting, annual review preparation, file check assembly, client onboarding, and provider document extraction.

Question 5

Does Chunkbase integrate with existing systems?

Accepted Answer

Yes. Chunkbase connects to SharePoint, Google Drive, and common CRM systems used by UK advice firms. Documents stay in your existing infrastructure.

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