Fix the most painful part of your onboarding process.

Stop using PDFs, word docs, spreadsheets and online from builders.
Switch to a digital fact find that clients actually complete.

Start your free Lens trial

A new era of client acquisition

The easiest fact find your clients will ever use

Designed for anyone no matter their age, to complete the fact find on their own or with your live help. Lens onboards your clients seamlessly.

Instant Input Visibility

Now You See It

When your client enters any data into the form, see it appear on your screen in real time. Guide them through the fact find like magic.

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Share clients with any business

Refer Your Clients

Refer your clients data and uploaded docs to any other business, automatically filling in their form. No more double entry.

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Authority generated in seconds

Authority To Collect

Quickly generate a Third-Party authority form and share it for signing – with your tools or ours.

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Compare Client Data in seconds

See The Difference

Automatically compare client data across any review period—no manual work required.

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Automate The Repetitive

Focus On What's Important

Get instant, AI-generated transcripts, summaries, client emails, and action-focused notes—so you never miss a crucial detail.

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AI-Powered

Scanning fact find data...

Generating paraplanner request...

Paraplanner request ready!

Complete paraplanner request generated with client details, goals, risk profile, and recommendations.

AI Analysis:

Client has moderate risk tolerance with focus on retirement planning. Recommended strategy includes diversified portfolio with 60% growth assets...

Your data, seamlessly connected

Data That Drives Growth

Collect, analyse, and share client data with ease.
Lens connects perfectly with AdviserLogic and any other CRM you use.

Take your data with you

CSV, PDF.

Export your client data with one click.

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Sync To AdviserLogic

Blink & It's Synced

Sync client data and documents with AdviserLogic instantly, after every form input.

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Freedom to Customise

Intuitive Customisation

Change the risk profile, goals, and scope of advice to suit your business.

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Make the form your own

Only Ask For What You Need

Dont need to ask about assets? Turn them off. Only need investment related sections? Easy.

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Say no to double-entry

Sync to Any CRM

Sync your client data to any CRM. Stop double-entry for good.

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Try for free now

Pricing

Affordable pricing for the one-man team or large enterprises.

$ Per Month

Features

Up to

Create Clients and receive referrals from other businesses on Lens.

For Financial Planners, Accountants & Mortgage Brokers

Real Time Fact Find Forms

AI-Powered Document Analysis with Lens

Live Assistance

Customisable Form

Scheduled Reviews

Automated Comparisons

Notes & Instructions

Timeline

Export to PDF or CSV

Assisted Access

AdviserLogic Integration

Try for free now

FAQ

Frequently asked questions

Let's Talk

How Can We Help?

accounts@lensapp.com.au

Fix the most painful part of your onboarding process.

The easiest fact find your clients will ever use

Now You See It

Refer Your Clients

Authority To Collect

See The Difference

Focus On What's Important

Data That Drives Growth

CSV, PDF.

Blink & It's Synced

Intuitive Customisation

Only Ask For What You Need

Sync to Any CRM

Pricing

$ Per Month

Features

FAQ

Let's Talk

How Can We Help?

Send us a Message