Lens

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.