Creating a Fact Find from your Meeting

Last updated: August 5, 2026

How to Create a Fact Find From Your Meeting

The Fact Find pulls everything from your client meeting into one comprehensive record, a vital regulatory requirement to ensure you help your clients achieve their financial goals.

Our platform helps draft your Fact Find for you, saving hours of time for advisors.

What You'll Need

To generate a Fact Find on our system you ideally need at least two things: the meeting recording or transcript and a Risk Questionnaire.

Creating the Fact Find

  1. Click Create Report at the top of the screen

  1. Select Fact Find as the report type

  1. Select the client, or add a new one

  1. Select or Upload the recording or transcript and Risk Questionnaire

  1. Click Create

  2. Once the draft is ready, you can edit the draft directly on the platform, or download it as a DOCX or PDF and continue however your normal process works from there.

See AdvisoryAI in Action : Creating a Fact Find

Pushing to Your CRM

If you're connected to a supported back-office system, you can push the data in your Fact Find straight across using the Push to IO button (or the equivalent for your CRM), rather than uploading it manually.