Welcome to SimplyFactFind.

SimplyFactFind is a simple, flexible fact find application designed for Financial Advisers by Financial Advisers. Using SimplyFactFind instead of paper-based fact finds will save you time, effort and improve the quality of service provided to your clients.

SimplyFactFind offers the following benefits:

  • Provide an accurate and simple to complete FactFind
  • Allow quick and easy searches for review or marketing purposes
  • Provide both full and summary reports
  • Reduce paperwork
  • Provide an easy to follow audit trail

Starting at just £35 per month (plus setup fees)

Get latest version

The latest version is 1.1.10

To download the latest update, visit Downloads

Interested?

Interested in taking SimplyFactFind for a test drive? Click on the downloads section for the latest evaluation version of the product.

To find out more, email us at sales@simplyfactfind.co.uk