Online fact find
Personal details, assets, debts, super, insurance, cash flow and goals in stages. Saved as they go and built for phones.
Financial planner software: fact finds, onboarding & portals
Financial planners: fact finds done before the first meeting. Advise more, chase less.
The fact find is a 20-page PDF that comes back half filled. The risk profile is on paper, super statements arrive across six emails and the authority to proceed needs a meeting just to sign it. We build onboarding, client portal and review systems for financial planning practices that sit alongside your planning software. Then we host them and look after them.
Looking for financial planning fact find and client onboarding software?
Advice starts with a mountain of information. Before you can write a word of strategy you need assets, debts, super, insurance, goals, a risk profile and a stack of statements. Most practices still collect it with a PDF emailed out, a printed questionnaire and a lot of polite follow-up calls. The planning software is great once the data is in. Getting it in is the slow bit.
Wollopit builds custom onboarding and client systems for financial planners around how your practice actually works. Clients complete the fact find online in stages and save as they go. Risk profiles score themselves. Documents go into a secure checklist instead of an inbox. Authorities and fee consents get signed on a phone. Reviews book themselves. We connect to the tools you already use, host it all on our own managed servers and look after it so your team can spend their time on advice.
01The problems
What we hear from financial planners
Does your financial planning practice have these problems? Here's how we'd fix them.
Most practices we talk to give great advice and run onboarding on PDFs, Outlook folders and a client services officer chasing paperwork. It holds together until the busy season hits.
- The problemFact finds come back half doneA 20-page PDF goes out and returns three weeks later with the super section blank and the handwriting on page six unreadable.How we fix itAn online fact find clients complete over a few sittings. It saves as they go, skips what doesn't apply and flags gaps before the meeting.
- The problemRisk profiles on paperPrinted questionnaires get scored by hand, scanned and filed somewhere in the client folder.How we fix itOnline risk profile questionnaires that score themselves and land on the client record with every answer time-stamped.
- The problemDocuments arrive by emailSuper statements, payslips, tax returns and policy schedules trickle in across six emails and the odd photo of a printout.How we fix itA secure upload checklist for each client. They tick off documents as they go in and your team sees exactly what's still missing.
- The problemSigning needs a meetingAuthorities to proceed and third-party authorities get printed, posted back or signed at the desk.How we fix itE-signing for authorities, provider forms and consents, sent and tracked from one screen with automatic nudges.
- The problemFee consent renewals on a spreadsheetOngoing fee arrangements come up for renewal and the dates live in a spreadsheet nobody fully trusts.How we fix itRenewal dates tracked for every client. Consent forms go out ahead of time and reminders keep going until they're signed.
- The problemAnnual reviews slipReviews depend on someone remembering to ring. Clients drift and the review season piles up in one month.How we fix itReview reminders with a booking link and a quick pre-review update form, spread across the year instead of all at once.
- The problemMeeting prep is a scavenger huntBefore every meeting someone digs through Outlook, the planning software and a shared drive to work out what's changed.How we fix itA one-page client summary pulling the fact find, recent uploads, goals and last file notes together before they walk in.
- The problemClients ring for updatesWhere's my rollover? Did the insurer get my medical? The phone rings and someone goes looking.How we fix itA client portal with plain-English status updates, their documents and the next step, so they can check without calling.
- The problemReferrals go quietAccountants and brokers send clients over by email and nobody knows which ones turned into clients.How we fix itA referral partner portal where partners send clients in and see progress. You see which relationships actually bring work.
- The problemInsurance applications tracked in headsUnderwriting requirements, medicals and outstanding items for each policy sit in the adviser's memory.How we fix itAn insurance application tracker with outstanding requirements, follow-up dates and client updates on one board.
02What we build
Solutions
What we build for financial planners. Usually all talking to each other.
Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.
Risk profiling
Your questionnaire online with automatic scoring, adviser override notes and a history of every profile.
Secure document uploads
A checklist per client for statements, payslips, tax returns and policies, with reminders for anything missing.
E-signing & authorities
Authorities to proceed, third-party authorities and provider forms signed on any device and tracked to completion.
Fee consent renewals
Ongoing fee arrangement dates per client, consent forms sent ahead and reminders until signed.
Review booking & reminders
Review invitations with a self-booking link, a pre-review update form and a season spread across the year.
Client portal
Their documents, signed forms, next steps and status updates in one secure login.
Meeting summaries
A one-page brief before each meeting with goals, changes since last time and outstanding items.
Enquiries & discovery calls
Website enquiries triaged by need and booked straight into the right adviser's calendar.
Referral partner portal
Accountants, brokers and lawyers send referrals in and see progress without ringing.
Insurance application tracker
Underwriting requirements, medicals, follow-ups and client updates for every application.
Practice dashboard
New clients in onboarding, reviews due, consents outstanding and referral sources on one screen.
A website that books
Hand-built, quick on mobile, with discovery call booking built in and written to rank for planners in your area.
03The systems
The big ones
Your whole practice, on one system.
These are the systems planners ask us about most. Each one works on its own and they get properly useful once they're joined up.
Online fact find
The fact find, finished before they walk in.
Clients complete the fact find online in their own time, across as many sittings as they need. Questions adapt to their situation and gaps get flagged early. You start the first meeting talking about goals instead of filling in boxes.
- Completed in stages and saved as they go
- Works properly on a phone
- Couples complete it together or separately
- Questions skip what doesn't apply
- Gaps flagged before the meeting
- Gentle automatic reminders
- Goals and priorities in their own words
- Your branding and your questions
- Clean export for your planning software
Risk profiles & signing
Risk profiles scored. Forms signed. No printer.
Your risk profile questionnaire goes online and scores itself. Authorities to proceed, third-party authorities and fee consents get signed on any device. Every step is time-stamped and saved to the client record.
- Your risk questionnaire online
- Automatic scoring and profile result
- Adviser notes and overrides
- Profile history for each client
- E-signing on any device
- Authorities to proceed and provider forms
- Signing order for couples
- Automatic nudges for unsigned forms
- Time-stamped audit trail
Client portal & documents
One secure place for everything they send you.
Each client gets a document checklist and a portal login. They upload statements as they find them and see what's still needed. Your team stops forwarding attachments to themselves.
- Upload checklist per client
- Missing document reminders
- Secure uploads instead of email
- Signed documents ready to download
- Plain-English status updates
- Next steps for each stage
- Messages kept with the client record
- Staff access by role
Reviews & fee renewals
Every review booked. Every consent on time.
Review dates and fee consent renewals are tracked for every client. Invitations go out with a booking link and a quick update form. Consent forms go out ahead of the deadline and keep reminding until they come back signed.
- Review due dates per client
- Self-booking links into adviser calendars
- Pre-review update form
- Review season spread across the year
- Fee consent renewal tracking
- Consent forms sent ahead of time
- Reminders until signed
- Overdue list for the practice manager
Referrals & enquiries
New clients that don't fall through the cracks.
Website enquiries get triaged and booked straight into a discovery call. Referral partners send clients in through their own portal and see how it's going. You finally know where your best clients come from.
- Enquiry forms triaged by need
- Discovery calls booked online
- Onboarding starts automatically
- Referral partner logins
- Referral progress for partners
- Thank-you updates to partners
- Referral source reporting
- New client pipeline board
04How it changes
Before and after
A new client, wolloped.
Here's how onboarding a new client could change. Every practice is different, so we map yours first.
Before
- PDF fact find emailed after the discovery call
- Comes back three weeks later half filled
- Risk profile printed and scored by hand
- Statements arrive across six emails
- Signing meeting booked just for the authority
- Prep means digging through Outlook folders
After
- Fact find link sent the moment the call ends
- Completed in stages with gaps flagged early
- Risk profile online and scored automatically
- Documents ticked off in a secure checklist
- Authority to proceed e-signed on their phone
- One-page summary ready before they arrive
05Services
Everything under one roof
Software, websites and systems for financial planners.
Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.
Custom software for financial planners
Built around how your financial planning practice actually runs: online fact find, risk profiling and the admin in between, in one system you own.
Websites for financial planners
Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.
Financial planning practice system upgrades
Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.
Apps and portals for financial planners
Secure document uploads and e-signing & authorities: customer and staff portals that work on any phone without an app store.
Integrations and automation
We connect Xplan, AdviserLogic and Midwinter so information moves on its own and nobody retypes it.
Hosting, support and care
Managed hosting, updates, backups and security for your financial planning practice, looked after by the people who built it.
06Integrations
Connections
Plays nicely with what you already use.
We connect to the tools you rely on and work alongside the planning platforms you're happy with. Where something is holding you back we'll show you the options.
- Xplan
- AdviserLogic
- Midwinter
- Netwealth
- HUB24
- BT Panorama
- Macquarie Wrap
- Class
- DocuSign
- Adobe Acrobat Sign
- Microsoft 365
- Google Workspace
- Microsoft Teams
- Zoom
- Calendly
- Xero
- MYOB
- Stripe
- HubSpot
- Mailchimp
07How we work
The process
Some people dip their toe in. We turn up in a rebreather.
We get properly below the surface of your financial planning practice: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.
- 01
Think
We sit with your advisers and client services team to see where onboarding, reviews and paperwork actually slow down.
- 02
Archi-tech
We plan it before writing code: your fact find, risk questionnaire, forms, client records, integrations, security, hosting and cost.
- 03
Build
Real engineering shown to you early and often. Usually the online fact find first, so you get a win before your next new client.
- 04
Look after
We host it, maintain it and keep improving it. When something needs changing you call the people who built it.
08Questions
FAQ
Things financial planners ask us.
Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.
Is client data stored securely?
Yes. Encrypted connections, restricted access by role, audit trails and Australian-managed servers. We'll walk you through it so you can answer your licensee's questions.
Can clients complete the fact find on their phone?
Yes. It's built for phones first. Clients can start on the couch, finish on a laptop and pick up exactly where they left off.
Can it send fact find data into Xplan or AdviserLogic?
Where the platform allows an integration we connect to it. Where it doesn't we produce clean, structured exports so nobody has to retype a fact find.
Do we have to switch our planning software?
No. Your planning software keeps doing the modelling and advice documents. We build the onboarding, portal, reviews and referrals around it.
Can we use our own risk profile questionnaire?
Yes. We build your questionnaire and scoring as your licensee requires it. You stay in charge of the compliance side and we make it easy to follow.
How much does it cost?
It depends on what you need, so we quote up front once we understand your practice. No surprise invoices, no lock-in and you own what we build.
How long does it take?
Smaller pieces like an online fact find can be quick. Bigger systems are planned in stages so you get the first win early instead of waiting for everything at once.
Who looks after it once it's built?
We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.
We already have systems. Can you upgrade them instead of starting again?
Usually, yes. Most financial planners we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.
Contact
Got a financial planning practice problem? Consider it wolloped.
Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.