About us

SimplyFactFind was initially developed by Gatique Ltd for an Independent Financial Adviser to make his life easier by removing the need to keep rewriting paper-based fact finds - it has developed into a lot more...

In order to provide a robust audit trail for compliance purposes, the software evolved (for some 2 years) and now offers a simple and uncomplicated back office system for the small to medium sized Financial Adviser.

The system is extremely flexible both for the User and in the ability to customise parts of the software to the individual firm allowing for such items as Regulators Statements, Data Protection and Risk definitions to name but a few.

We estimate that for each full Client review you undertake there will be a time saving of over 1 hour. That’s time for an extra game of golf each week or maybe you could see 2 or 3 extra clients!

Finally, SimplyFactFind does not try to tell you how to do your job, it simply helps you to do it efficiently. You will not find a better package for less, try our free trial