Turn client meetings into cited fact finds.
AI fact find software for financial advisers and paraplanners. Meeting transcript and documents in. Structured fact find out. Every field linked to source. Human review built in.
The meeting ends. Then someone rebuilds the client by hand.
A 60 to 90 minute conversation already contains most of what the fact find needs. Today that information gets typed again into intelliflo or Xplan, chased across SharePoint and email, and written into narrative sections from scratch. Paraplanners tell us this eats 30 to 45 minutes per client before advice work even starts.
Re-keying
The same pension value leaves the meeting, lands in notes, then gets typed into the CRM again.
Document hunting
Statements sit in email, shared drives, or last year’s case file. Finding the right version takes longer than reading it.
Missing sources
The suitability report needs evidence. The fact find has the numbers. The link between them is still a human memory.
Capture. Extract. Cite. Review.
Fact find automation is not a black box summary. It is a source thread from the conversation to the fields your firm already uses.
Capture
Upload the meeting transcript and the client documents you already hold. Provider statements, risk questionnaires, existing notes.
Extract
Chunkbase pulls objectives, attitude to risk, capacity for loss, income, assets, liabilities, and the rest of the picture into structured fields.
Cite
Every figure links back to the sentence or paragraph it came from. If you cannot see the source, it does not belong in the file.
Review
Your paraplanner or adviser confirms, edits, and flags gaps. Judgement stays with the firm.
Built for the people who actually touch the fact find.
Financial advisers
Leave the meeting with a draft client picture, not a blank evening of notes.
Paraplanners
Review and confirm fields instead of rebuilding the file from a transcript.
Practice principals
See client-firm fit earlier, before the team absorbs weeks of onboarding.
Straight answers on fact find software.
What is fact find software?
Fact find software helps a firm turn information from a client conversation and supporting documents into the structured record the advice process needs. In Chunkbase, that means a draft fact find with each field linked back to where it came from, ready for a human to review.
How is this different from a digital fact find form?
Most digital fact finds ask the client or adviser to fill in fields. Chunkbase starts from the meeting transcript and documents you already have, extracts the fields, and cites the source for each one. Your team reviews and edits. They do not re-type the whole file.
Does Chunkbase replace the adviser or paraplanner?
No. Chunkbase drafts and cites. Your team decides what is accurate, what is missing, and what happens next. Human review is part of the product, not an afterthought.
Which firms is this for?
UK wealth management and advice firms: IFAs, paraplanners, compliance, operations, and practice principals. Built around FCA-regulated workflows, not generic note-taking.
Can we use our own fact find template?
Yes. Firms in the founding workflow programme can bring the templates they already use.
Is client data used to train models?
No. Non-negotiable.
Bring a redacted transcript. See what the fact find looks like.
We are working with a small number of advice firms. No long contract. No cost while we shape the workflow around how your team actually works.