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PrimeSolve · AI Fact Find

The fact find that
thinks like an adviser.

Sage conducts your entire client fact find — via voice, chat, or document upload. Tailored questions. Intelligent objectives. Zero data entry. Ready before the first meeting.

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No spam. Just a launch notification when it's ready.
See it in action

Not a form. A conversation.

Sage asks the right questions at the right time — just like an experienced adviser would. It listens, interprets, and goes deeper when something matters.

Sage · Fact Find — Margaret & David Chen
Live
S
Hi Margaret, I'm Sage — I'll be helping collect some information before your meeting with your adviser. I've already read through the super statement you uploaded. Your AustralianSuper balance is $387,450 — is that roughly what you expected?
Sage · Just now
📄 AustralianSuper_Statement_2026.pdf — Read ✓
MC
Yes that's right. We also have David's super with REST but I don't have that statement.
Margaret · Just now
S
No problem — I'll flag that for your adviser to follow up. I noticed you have a daughter, Sophie, who is 12 years old. Are you thinking about private secondary school or university costs as part of your financial goals?
Sage · Just now
MC
Yes — we're hoping to send her to a private school from Year 7. We haven't really planned for it properly though.
Margaret · Just now
S
That's really helpful. I'll add Sophie's education as a financial objective — private secondary school from 2027, estimated $35,000–$45,000 per year. Your adviser can model this properly. Now, thinking about retirement — at what age would you both ideally like to stop working?
Sage · Just now
MC
David wants to retire at 60, I'm happy to work until 65.
Margaret · Just now
S
Got it — David age 60, Margaret age 65. That's a 5-year gap which is important for income planning. Do you have a target annual income in retirement in mind, or would you like your adviser to help work that out?
Sage · Just now
Continue the conversation...
Tailored questions in real time
Sage adapts every question based on what the client has already said. A 45-year-old small business owner gets different questions to a 58-year-old employee approaching retirement.
Objectives built automatically
Sage doesn't just collect data — it identifies and quantifies client objectives. Education costs, retirement income targets, debt repayment goals — all structured and ready for the cashflow model.
Documents read automatically
Upload super statements, tax returns, payslips, or centrelink summaries. Sage reads them, extracts the relevant data, and confirms accuracy with the client — no manual entry needed.
Chases missing information
If a document is missing or a question is skipped, Sage follows up automatically — SMS or email — until the record is complete. No more back-and-forth between adviser and client before the first meeting.
Three ways to collect

Your workflow. Your choice.

AI Fact Find adapts to how you work — not the other way around. Use whichever mode fits the client and the situation.

01
Client does it at home
Send the client a link before the meeting. Sage guides them through the fact find at their own pace — voice or chat, whatever they prefer. Upload documents, answer questions, done. Adviser walks into the meeting fully prepared.
Zero adviser time
02
Live with the adviser
Turn Sage on during the client meeting. As the conversation flows naturally, Sage listens and captures the fact find in real time — asking follow-up questions, identifying objectives, flagging gaps. By the end of the meeting, it's done.
Natural conversation
03
Sage calls the client
For clients who prefer a phone call, Sage calls them directly. A natural voice conversation that collects everything needed — super balances, income, debts, goals, family situation — and pushes the completed data straight to the client record.
Fully automated
The intelligence layer

Sage doesn't just ask.
Sage thinks.

Every question Sage asks is chosen based on what it already knows about the client. The result is a fact find that's more complete — and more useful — than any paper form.

01
Context-aware questioning
Sage reads uploaded documents before asking a single question. It already knows the super balance, the employer, the insurance cover. It asks what it doesn't know — not what it already does.
02
Life event detection
Sage notices things advisers sometimes miss. A child turning 12 triggers education cost questions. A mortgage with 5 years remaining triggers debt strategy questions. A client approaching 60 triggers transition-to-retirement questions.
03
Automatic objective quantification
When a client mentions a goal, Sage doesn't just note it — it quantifies it. "Want to retire comfortably" becomes a specific income target, inflation-adjusted, modelled against their current position.
04
Gap identification
At the end of every fact find, Sage produces a completeness score and a list of missing information — with suggested follow-up actions. The adviser knows exactly what's outstanding before the meeting.
Client objectives — Margaret & David Chen
Identified by Sage · 8 minutes
Retirement income
David 60 · Margaret 65 · High priority
$95k/yr
Sophie's education
Private secondary · From 2027 · Medium priority
$40k/yr
Mortgage repayment
$380k remaining · 18 years · Accelerate
$380k
Estate planning
No current will · Flagged by Sage
Action
💡
Sage noted: David's REST super was not provided. Estimated balance based on employer contribution history — $~210,000. Adviser to confirm. Combined super gap of ~$340k vs retirement target suggests super contribution strategy required.
Where the data goes

Works with any platform.

AI Fact Find is a standalone product. The data it collects is yours — push it wherever you need it. PrimeSolve, your existing CRM, or any software of your choice.

Sage collects
Voice, chat, or document upload. Sage conducts the full fact find and structures the data automatically.
Sage reviews
Completeness check, gap identification, objective quantification. Sage scores the fact find and flags anything missing.
Adviser approves
Review the completed fact find, confirm objectives, add any notes. One click to approve and push the data.
Data flows anywhere
Pushed to PrimeSolve, your existing CRM, or exported via API. Fully compatible with the AI Paraplanner SOA engine.
Compatible with
PrimeSolve
Xplan
Salesforce
Any CRM via API
AI Paraplanner
PDF export

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