Online fact find
Saved as they go.
Financial planner client onboarding & fact finds
Financial planners: fact finds done before the first meeting. Onboarding without the paperwork pile.
Fact find forms in PDFs, risk profiles on paper and advice documents signed in person. We build onboarding and client portals for financial planners.
Looking for financial planning fact find software?
Advice starts with a lot of information. We build fact finds clients complete online, risk profiles and secure signing.
Wollopit builds client portals, intake flows, document automation and websites for financial planners around how your practice actually works. We connect the tools you already use, replace the ones holding you back and look after the lot on our own servers, so you can spend your hours on billable work.
01The problems
What we hear from financial planners
Does your financial planning practice have these problems? Here's how we'd fix them.
Most financial planners we talk to lose hours every week chasing documents, re-keying client details and answering 'where are we up to?' emails.
- The problemPDF fact findsIncomplete forms.How we fix itOnline fact finds.
- The problemRisk profilesOn paper.How we fix itOnline risk questionnaires.
- The problemSigningIn person.How we fix itE-signing.
- The problemDocumentsEmailed.How we fix itSecure uploads.
- The problemReviewsAnnual reviews missed.How we fix itReview reminders.
- The problemMeeting prepInformation scattered.How we fix itClient summaries.
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
Questionnaires online.
E-signing
Documents signed securely.
Secure uploads
Statements collected.
Review reminders
Annual reviews booked.
Client portal
Documents in one place.
03How it changes
Before and after
A new client, wolloped.
Here's how a typical day could change. Every business is different, so we map yours first.
Before
- PDF fact find emailed
- Half filled
- Risk profile on paper
- Signing meeting
After
- Online fact find
- Completed in stages
- Risk profile online
- E-signed
04Services
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
E-signing and secure uploads: customer and staff portals that work on any phone without an app store.
Integrations and automation
We connect Xero, MYOB and Microsoft 365 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.
05Integrations
Connections
Plays nicely with what you already use.
We connect to the tools you rely on, work alongside the ones you're happy with or replace the ones holding you back.
- Xero
- MYOB
- Microsoft 365
- Google Workspace
- DocuSign
- Calendly
- Stripe
- HubSpot
- Mailchimp
- Zoom
06How 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 spend time with the people doing the work, see where the hours go and work out what's actually slowing you down.
- 02
Archi-tech
We plan it before writing code: your data, customers, payments, the tools you keep, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually the most painful bit first, so you get a win quickly.
- 04
Look after
We host it, maintain it and keep improving it. When something breaks you call the people who built it.
07Questions
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 and Australian-managed servers.
How much does it cost?
It depends on what you need, so we quote up front once we understand your financial planning practice. No surprise invoices, no lock-in and you own what we build.
Can it work with our practice software?
Usually, yes. We connect to the tools you rely on and build the client-facing bits they can't do. If something should go we'll explain why first.
Is client information kept secure?
Yes. Portals use encrypted connections, access is restricted to the right people and documents stay on our managed servers. We follow the Australian Privacy Principles.
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.