Transform Client DiscoveryFrom Hours to Minutes
Digital discovery forms that clients complete at their own pace, with AI-powered data extraction that eliminates manual entry and seamlessly updates your CRM.
15-30 Minutes
Client completion time
30-60 Seconds
AI extraction time
Save 4+ Hours
Per client onboarding
What you can create and capture
Comprehensive discovery documents that collect structured, actionable data - far beyond what traditional Word templates can achieve.
Dynamic Form Templates
Create customisable discovery templates with sections for personal information, goals, income, expenses, assets, liabilities, and insurance.
Repeating Data Lists
Dynamic lists for income sources, goals, properties, investments, and more - adapting to each client's unique situation.
Client Self-Service
Clients complete forms at home on any device, with auto-save, progress tracking, and the ability to pause and resume.
Better Client Experience
Professional digital forms replace clipboards and paper. Clients can reference documents while answering for greater accuracy.
Compliance Ready
Full audit trail with timestamps, IP tracking, password protection, and email verification for regulatory compliance.
Massive Time Savings
Eliminate 2-4 hours of meeting time and manual transcription. Focus on advice, not administration.
Why discovery documents beat Word templates
Traditional Word documents create data silos and manual work. Wealthie's discovery system is fully integrated with your CRM and modelling platform.
Word Templates
Manual data entry into multiple systems
Wealthie Discovery
AI extracts data directly to CRM tables
Word Templates
Static Word templates require editing
Wealthie Discovery
Dynamic forms adapt to each client
Word Templates
Email back-and-forth for corrections
Wealthie Discovery
Real-time validation prevents errors
Word Templates
Data siloed in documents
Wealthie Discovery
Integrated with household and modelling data
Word Templates
No audit trail of changes
Wealthie Discovery
Complete compliance audit trail
Word Templates
Clients rush through in meetings
Wealthie Discovery
Clients complete at their own pace
Save 2+ hours per client
Traditional discovery takes 1-2 hours of meeting time plus 40-65 minutes of manual data entry. Wealthie reduces this to 15-30 minutes of client self-service plus 3 minutes of adviser review.
Value saved per client
Annual savings for typical firms
Automatic data extraction and record updating
AI agents analyse discovery responses and automatically extract structured data into your CRM. What used to take 40-65 minutes of manual entry now takes 30-60 seconds.
Client Completes Form
Clients fill out the discovery form at their own pace, with all responses automatically saved and structured.
AI Analyses Responses
Advanced AI agents read through responses, identifying income sources, assets, liabilities, expenses, and insurance policies.
Data Categorisation
The AI categorises and structures data, assigns to correct household members, and detects potential duplicates.
Adviser Review
Review extracted data in a clean interface. Select which items to import, make adjustments if needed, and approve.
Instant CRM Update
One click updates your CRM tables - income, expenses, assets, liabilities, insurance, and household details automatically.
What the AI extracts automatically
Our AI agents can identify and structure a wide range of financial data from free-form and structured responses.
Income sources with frequencies and amounts
Expense categories and budgets
Property assets with values and mortgages
Investment accounts and balances
Insurance policies with coverage details
Loan and liability information
Financial goals and objectives
Household member details
Accuracy on structured data like amounts, dates, and categories
Time saved per client by eliminating manual data entry
Adviser control - review and approve all extractions before importing
Connected to households and your CRM
Discovery documents aren't isolated forms - they're fully integrated with your household data, CRM, and modelling platform. Everything stays connected and in sync.
Household Connection
Discovery forms are generated for specific households. Responses automatically link to the correct client and partner records.
Direct CRM Updates
Extracted data flows directly into your CRM tables - income, expenses, assets, liabilities, insurance, and household details.
Modelling Integration
Financial data extracted from discovery forms feeds into your retirement modelling and cash flow projections automatically.
Real-Time Sync
Changes and updates are reflected across the platform instantly - no manual syncing or duplicate data entry required.
End-to-end workflow
Generate Link
Create a secure discovery link tied to a household
Client Completes
Client fills out form with their financial details
AI Extraction
System automatically structures the data
CRM Updated
All household tables updated in one click
Why advisers love integrated discovery
No Double Handling
Data enters the system once and flows everywhere it's needed
Complete Audit Trail
See exactly what clients entered and when, with full compliance tracking
Member Attribution
Income, expenses, and assets correctly assigned to main client, partner, or household
Version Control
Track changes over time as clients update their information in annual reviews
One platform, one source of truth
Unlike Word templates that create isolated documents, Wealthie's discovery system ensures your client data lives in one place, stays up to date, and flows seamlessly between CRM, modelling, and document generation.
Ready to transform your financial advice practice?
Join financial advisers using Wealthie's agentic document generation to streamline their practice and deliver better client outcomes with seamless data integration.
Live data integration with your modelling and CRM platform for instant document generation
Digital sharing with one-click link generation and secure client delivery & access
Smart templates for SOAs, TOEs, discovery forms, and all essential advice documents
Meaningful time savings turning hours of manual work into minutes of review time
Included with modelling and CRM plans — document generation comes standard with all Wealthie subscriptions.
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