FactFind Automator Pro - AI-Powered Financial Planning
Revolutionary AI-powered financial planning tool that automatically extracts client data from documents and generates comprehensive fact-find reports with complete GDPR compliance. Save hours of manual data entry.
AI-Powered Document Analysis
Advanced Gemini AI automatically extracts and organizes client information from PDFs, images, and text documents with remarkable accuracy for financial planning.
GDPR Compliant & Secure
Full GDPR compliance with HTTPS encryption. No data retention or AI training. Your client information remains completely private and secure in financial planning.
Professional PDF Reports
Generate comprehensive, professionally formatted PDF reports ready for client meetings and regulatory compliance in financial planning and advisory services.
Smart Aspirations Generation
AI analyzes client data to generate realistic future aspirations and financial goals based on their profile and circumstances for better financial planning.
Multi-Applicant Support
Handle single or joint applications with automatic detection of primary and secondary applicants from your financial planning documents.
Instant Processing
Upload documents and receive populated fact-find forms in seconds. Save hours of manual data entry and focus on client advice in financial planning.
Professional Financial Planning in Action
Enterprise-Grade Security
HTTPS Encryption
GDPR Compliant
No Data Retention
No AI Training
Your client data is processed securely through encrypted channels and never stored or used for AI model training.
Complete transparency and control over your sensitive financial information.
Lifecycle FactFind Automator Pro
Upload client documents to automatically populate their details and generate plausible future aspirations.
1. Upload & Analyze Client Documents
Select one or more files (PDF, JPG, PNG, TXT)
No files selected.
Or paste plain text content below:
Company Protection Tool
Upload company documents to automatically populate business protection details and generate comprehensive reports.
1. Upload & Analyze Company Documents
Select one or more files (PDF, JPG, PNG, TXT)
No files selected.
Or paste plain text content below:
Privacy Policy & GDPR Compliance
Your data privacy is our highest priority. We maintain complete transparency about how your information is handled.
Data Protection Commitment
Lifecycle FactFind Automator Pro is designed with privacy by design principles. We are fully committed to protecting your client data and maintaining strict GDPR compliance across all our operations.
GDPR Compliant
Privacy by Design
End-to-End Security
Data Processing & Retention
No Data Retention Policy
We do not store, retain, or keep any of your client data. All document processing occurs in real-time, and once the analysis is complete, your data is immediately discarded from our systems.
Processing Purpose
Document analysis for fact-find automation
Data extraction and form population
AI-generated aspirations based on client profile
Real-time processing only - no permanent storage
Legal Basis for Processing
We process your data under the legal basis of legitimate interest for providing financial planning automation services, and explicit consent when you upload documents and use our analysis features.
AI Model Training Policy
No AI Training with Your Data
Your client data is NEVER used to train our AI models or any third-party AI systems. We maintain strict separation between:
Live document processing (your confidential data)
AI model training (using only publicly available, anonymized datasets)
System improvements (based on usage analytics, not content)
Gemini API Usage
We use Google's Gemini API for document analysis. According to Google's enterprise policies:
Your data is not used to train Gemini models
Processing occurs in secure, isolated environments
Data is not retained by Google's systems
Enterprise-grade security and compliance measures apply
Security & Encryption
HTTPS Encryption
All data transmission between your browser and our systems uses HTTPS encryption with TLS 1.3, ensuring your sensitive financial information is protected during transfer.
API Security
Communications with the Gemini API are secured through:
End-to-end HTTPS encryption
Authenticated API key management
Secure request/response handling
No intermediate data storage
Browser-Based Processing
Much of the document processing occurs directly in your browser, meaning your sensitive data never leaves your device until you explicitly choose to analyze it.
Your Rights Under GDPR
Data Subject Rights
As we do not retain your data, most traditional data rights are not applicable. However, you maintain:
Right to Information: Full transparency about our processing (this policy)
Right to Withdraw Consent: Stop using the service at any time
Right to Object: Choose not to process specific documents
Right to Rectification: Correct any processed data before generating reports
No Data Portability or Erasure Needed
Since we don't store your data, there's no need for data portability or erasure requests. Your data privacy is protected by our no-retention policy.
Data Processing Safeguards
Processing Limitations
Data is processed only for the specific purpose of fact-find automation
No profiling or automated decision-making beyond stated functionality
No data sharing with third parties (except secure API processing)
No marketing or commercial use of your client data
Technical Safeguards
Secure coding practices and regular security audits
Minimal data exposure during processing
Automatic session cleanup and data purging
Error handling that doesn't expose sensitive information
Automated Tools & Human Review
In order to maintain GDPR compliance advisors should state they use secure automated tools to extract information from documents and meeting transcripts to pre-populate your fact-find, and that a human advisor reviews and validates all outputs; no decisions are made solely by automated means.
Contact & Compliance
Data Protection Officer
For any privacy concerns, GDPR requests, or compliance questions, please contact our Data Protection Officer:
Email: logandupont11@gmail.com
Phone: 07515396383
Response time: Within 48 hours for all privacy inquiries
Regulatory Compliance
We maintain compliance with:
UK General Data Protection Regulation (UK GDPR)
EU General Data Protection Regulation (EU GDPR)
Data Protection Act 2018
Financial Conduct Authority (FCA) data protection guidelines
Privacy Commitment
Your trust is fundamental to our service. We pledge to maintain the highest standards of data protection, transparency, and GDPR compliance in everything we do.
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