Intake replaces PDF packs and paper forms with a beautiful, intelligent digital experience. Your clients complete onboarding in minutes. Your compliance team gets a full audit trail. Your advisers get their time back.
PDF packs emailed to clients — printed, signed, scanned, lost
Advisers spend hours chasing missing information and signatures
Consumer Duty requires demonstrable client-centric processes
Source of Wealth compliance is inconsistent and poorly documented
First impressions damaged before advice has even started
Data sits in PDFs — not your CRM, not your compliance system
A complete digital onboarding platform built specifically for FCA-regulated financial advisers and wealth managers.
Adaptive questioning that responds in real time. Only asks what is relevant. Source of Wealth intelligence with automatic risk scoring — enhanced due diligence triggered exactly when it should be.
Upload a meeting transcript — Teams, Zoom, or iPhone recording. Intake extracts all key data points automatically and pre-populates the client's forms. Never ask the same question twice.
AI-powered →Configure a personalised pack of forms for each client, send via email or SMS, and track completion in real time. Complete forms on the client's behalf when needed.
KYC, AML, Source of Wealth, FATCA, CRS — all built into the form logic. Consumer Duty assessments documented automatically. Full audit trail on every field.
ISA, SIPP, GIA, JISA and AIM applications — all built in, pre-populated from the fact find. Data collected once, used everywhere. No re-keying.
Your firm's brand, your colours, your logo. Clients experience a seamless branded journey. No "powered by" clutter in their inbox unless you want it.
Your adviser just spent an hour getting to know a new client. That conversation contains everything needed for the fact find. Intake reads it and fills the forms in — automatically.
A simple four-step process that transforms how your firm onboards clients.
Every form, every field, every piece of logic is designed around UK regulatory requirements. Not retrofitted — built this way from the start.
One subscription per firm. No per-client fees, no usage caps, no surprises. Annual plans include two months free.
50+ advisers? Enterprise pricing available. Get in touch →
"The onboarding experience is the first thing a new client actually experiences. If it is painful, they start the relationship on the back foot — before you have had the chance to show them the quality of your advice."
Every client-facing form carries your firm's logo, colours and identity. From the first email your client receives to the final signature, it looks and feels like your product — not a third-party tool.
Book a 30-minute demo and we will show you exactly how Intake works for your firm — including the AI transcript extraction live.
No commitment required • 30-minute call • Live product demo