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Lens

Fact Find for Accountants & Financial Advisers

lensapp.com.au

Financial Tools Client Management Fact Finding Financial Professionals

nginx Livewire

Key Topics

Lens fact find AI paraplanner requests financial planner transcription

Project Review

FAQ 3

Intro

Lens is a fact find tool designed for financial planners. According to the available information, it uses AI to generate paraplanner requests and draft meeting notes from fact find data. The product also provides live transcription and automatic meeting summaries produced from each fact find. Registration is offered for free and requires users to provide name, email, and password and to agree to the Terms of Service and Privacy Policy.

Key Features

AI-generated paraplanner requests produced from fact find data.
AI-drafted meeting notes created from captured information.
Live transcription of meetings.
Automatic meeting summaries generated from each fact find.
AI-powered scanning of fact find data to identify relevant items.
Free registration with collection of name, email, and password; acceptance of Terms of Service and Privacy Policy is required.

Who this is for

Lens is intended for financial planners who need a structured fact find workflow and automated documentation support. The public material focuses on extracting and summarising client meeting information and producing paraplanner requests. The available evidence does not specify pricing tiers beyond free registration, technical security details, platform availability, integrations, customer support channels, or data retention and export policies; those items should be clarified with the vendor before adoption.

Frequently Asked Questions

What does Lens do?

Lens is described as a fact find tool for financial planners that uses AI to generate paraplanner requests, draft meeting notes, provide live transcription, and produce automatic meeting summaries from fact find data.

How do I sign up?

Registration is offered for free and the sign-up form collects name, email, and password. Users must agree to the Terms of Service and Privacy Policy during registration.

What details are not specified in the available information?

The evidence does not specify pricing tiers beyond free registration, specific security or data-handling measures, integrations, platform availability (web or mobile), customer support channels, sample outputs, or data retention and deletion policies.

Lens — AI fact find tool for financial planners

Lens is a fact find tool for financial planners that produces AI-generated paraplanner requests, meeting notes, live transcripts and summaries. Free registration required.

Editorial Notice

This is an independent third-party profile of Lens and is not officially affiliated with the project.

This review is based on publicly available website information and may contain errors or outdated details. Please verify critical details on the official website.

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