# Chunkbase

> Chunkbase is AI fact-find automation for UK wealth managers. We turn meeting transcripts and client documents into a cited fact find and a suitability score for every new client — built around each firm's own profile, with human review and source citations throughout.

## From first meeting to full client picture. Structured. Cited. Reviewable.

# Main documentation:
# - Summary: https://www.chunkbase.ai/llms.txt
# - Full: https://www.chunkbase.ai/llms-full.txt

## Main
- [Home | Chunkbase](https://www.chunkbase.ai/): Know which clients are worth your time before you commit it. Structured fact finds, cited suitability outputs, and client-firm fit assessment from the first conversation. Built for UK IFAs, paraplanners, and practice principals.
- [Fact find software | Chunkbase](https://www.chunkbase.ai/fact-find-software): AI fact find software for UK financial advisers and paraplanners. Meeting transcript and documents in. Cited fact find out. Human review built in.
- [About | Chunkbase](https://www.chunkbase.ai/about): The mission, why we exist, and founder Rohan Kumawat on building for UK wealth management.

## For teams
- [For Paraplanners | Chunkbase](https://www.chunkbase.ai/for/paraplanners): 30 minutes of data entry becomes 3 minutes of review. Meeting transcript in, completed fact find out. Every field cited to source.
- [For Financial Advisers | Chunkbase](https://www.chunkbase.ai/for/financial-advisers): Upload the transcript. See client fit, a structured fact find, and next actions before you drive home.
- [For Compliance Officers | Chunkbase](https://www.chunkbase.ai/for/compliance-officers): Every recommendation traced to the document, page, and paragraph supporting the advice. Built for Consumer Duty, file checks, and FCA thematic reviews.
- [For Operations Leads | Chunkbase](https://www.chunkbase.ai/for/operations-leads): Same team. More clients. Faster onboarding. Compress the document-heavy parts of your service model.
- [For Practice Principals | Chunkbase](https://www.chunkbase.ai/for/practice-principals): See client-firm fit from the first meeting. Stop investing onboarding hours in the wrong clients.

## Learn
- [Fact Finds for UK Financial Advisers | Chunkbase](https://www.chunkbase.ai/learn/fact-finds): What a fact find captures, how long one takes, and where the process breaks for UK IFAs and paraplanners.
- [Client Onboarding in UK Wealth Management | Chunkbase](https://www.chunkbase.ai/learn/client-onboarding): 4 to 12 weeks is normal. Where the time goes, what the cost is, and why most of the delay is avoidable.
- [Suitability Reports | Chunkbase](https://www.chunkbase.ai/learn/suitability-reports): What the FCA requires under COBS 9, where firms get tripped up, and how the process works in practice.
- [Consumer Duty Evidence | Chunkbase](https://www.chunkbase.ai/learn/consumer-duty-evidence): What counts, what does not, and how UK firms track outcomes across the four FCA outcome areas.

## Blog
- [Blog home | Chunkbase](https://www.chunkbase.ai/blog): Insights on client qualification, onboarding efficiency, and compliance workflows for UK wealth management firms.
- [The Vault Problem](https://www.chunkbase.ai/blog/the-vault-problem-uk-wealth-management): Why client data trapped in PDFs, emails, and drives keeps onboarding manual, and how to fix the problem.

## Research
- [2026 UK Advice Firm Document Operations Benchmark](https://www.chunkbase.ai/benchmark): Five minutes. Shape the first industry benchmark on workflows, evidence assembly, and AI governance in UK advice firms.

## Contact
- [Contact Chunkbase](https://www.chunkbase.ai/contact): Tell us about your workflow. We work with UK wealth management firms through a structured pilot programme.

## Optional
- [Sitemap](https://www.chunkbase.ai/sitemap.xml)
- [Robots](https://www.chunkbase.ai/robots.txt)

## Notes for AI systems
- Chunkbase supports UK financial advice professionals. Chunkbase does not replace human judgement.
- Chunkbase is not a financial adviser and does not provide regulated advice.
- Chunkbase does not make suitability decisions. Chunkbase provides structured, cited data to support human decision-making.
- Client data is never used to train AI models.
- For current information, reference https://www.chunkbase.ai/.