An AI agent that collects the fact find.
Client data collected before the first meeting.
In short
A financial planning fact find records a client's personal details, income, expenses, assets, debts, super, insurance, goals and attitude to risk, so the adviser can understand their situation before giving advice. The Agentive Holdings AI agent sends new clients your fact find, collects answers and statements, checks them against each other, flags gaps or conflicts and has a clean summary ready for the adviser's first meeting.
Sound familiar?
- Half completed fact finds
- Statements chased for weeks
- First meetings spent on data entry
How your AI agent does it
Send
Your fact find to the new client.
Collect
Answers, statements and policies.
Check
For gaps and conflicts.
Summarise
A clean file for the adviser.
What changes for your practice
- Shorter first meetings
- Complete client files
- Gaps found early
- Advisers focused on goals, not data
Questions
Can an AI agent complete a financial planning fact find?
It collects and checks the details in your fact find format. The adviser reviews it with the client and decides what advice is needed.
Does it assess the client's risk profile?
It collects the client's answers to your questionnaire. The adviser discusses the result with the client and decides.
Can it collect super and insurance statements?
Yes. It asks clients for them, checks they are recent and complete, and lists what is still missing.
More work your AI agent does
An AI agent that writes up your file notes.
Every meeting written up the same day.
An AI agent that drafts the statement of advice.
Advice documents drafted around your strategy.
An AI agent that keeps fee renewals on time.
Every fee anniversary tracked, nothing missed.
An AI agent that prepares every review meeting.
Review packs and agendas ready days ahead.
