Clarify the household figures
Ask about missing amounts, ownership, debt payments, timing, and goal priorities. Keep client-stated facts separate from assumptions and attach the relevant period and source to each figure.
AI agent for financial advisory firms
Your AI fact-find agent. Their financial picture, agreed.
Create an AI financial fact-find agent for your advisory firm. Send clients its link to clarify household figures and compare the cash flows they want to explore.
Your existing client. Their questionnaire. A completed household profile.
01
Your client starts a conversation.Your household client clarifies their questionnaire and chooses two cash-flow scenarios.
02
Illustrative previewThe page becomes their result.The agent shows an agreed profile and consistent calculations with visible assumptions.
- ~10-15 minFirst demo
- ~2-4 hoursWorking agent
- 1 clickPublish
Overview
Agentplace lets your advisory firm give clients an AI agent for their household fact-find. Your advisory firm already has a client questionnaire, planning tools, and existing relationships. The remaining work often involves explaining figures, resolving missing details, and establishing what a goal means for that household. Give clients an AI agent link to complete that fact-find conversation.
The agent starts with the questionnaire and permitted documents. It asks whether amounts are monthly or annual, before or after tax, individual or household totals. Clients use text or voice and see corrections reflected in the profile and scenario comparison together.
The client leaves with agreed facts and an explicit comparison of the scenarios they chose, such as current work hours and reduced hours. Save the approved profile and calculation assumptions to your configured planning workflow. Include the service in your existing engagement. It does not choose investments or give tax or legal judgments.
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What you get
An AI agent that completes the household fact-find
An AI financial fact-find agent clarifies the income, expenses, assets, debts, and goals your client has supplied. It creates an agreed household profile and compares defined cash-flow scenarios with visible inputs and calculations. Agentplace gives this AI agent its own page and client link.
Include the AI fact-find and cash-flow comparison in your planning engagement. Save the client-approved profile and assumptions to your chosen system so the next advisory discussion starts with agreed information.
Compare explicit cash flows
Use your approved calculation method and explicit client inputs. Show income, recurring expenses, annual costs converted to the same period, and the remainder for each scenario. Recalculate when an input changes.
Save the agreed profile
Let the household review the profile, assumptions, and unresolved questions. Save the approved version through your configured connection and retain the comparison for the advisory engagement.
- Household fact-find
- Text and voice
- Visible cash-flow comparison
- Approved client profile
The client leaves with a corrected household profile and a comparison whose amounts, assumptions, and remaining questions are visible.
Why it's the best fit
Why add an AI agent to your client fact-find
A completed questionnaire can still contain figures and goals that need a conversation before they are usable.
Keep your planning software. The AI agent conducts the client clarification, presents the resulting household profile, and returns structured inputs and calculations to your chosen workflow.
 Your AI financial fact-find agentOne specialist. The whole client experience. | The extra workWith traditional tools Websites, fixed-flow apps, and chat widgets. |
|---|---|
| 01The client experience | |
| Resolve ambiguous figures The agent asks what each amount includes and records the period and household context with it. | With traditional toolsA questionnaire A questionnaire can mix annual bills, monthly expenses, and household totals without explaining the differences. |
| Show the calculation inputs The client sees the assumptions and calculation for each chosen scenario on the same page. | With traditional toolsA cash-flow spreadsheet A cash-flow spreadsheet needs consistent inputs before its comparison is meaningful. |
| Keep corrections consistent A corrected income or expense updates the household profile and cash-flow comparison together. | With traditional toolsSeparate working copies Corrections made during a call must be carried back into the profile and every affected scenario. |
| 02Everything that comes with your agent | |
| Make the time basis explicit Ask whether a cost is monthly or annual before adding it to the comparison. | With traditional toolsMixed-period inputs Your team has to clarify and convert the figures before the model represents the household correctly. |
| Keep the household context Record who owns an asset or debt and whether an amount applies to one person or the household. | With traditional toolsUnexplained totals A number alone can leave ownership or scope unclear during the next planning discussion. |
| See the effect of a correction A changed childcare expense updates the household profile and both cash-flow views. | With traditional toolsSeparate working copies Someone has to carry a corrected figure into the profile and all related calculations. |
| Continue within the advisory relationship Save the agreed profile with its assumptions and unanswered questions for your engagement. | With traditional toolsA standalone calculator Your team has to connect the calculation back to the client's fact-find and planning context. |
Some traditional tools offer individual capabilities. Agentplace brings them into one AI service. Connect the payments, calendar, phone, CRM, and follow-up channels you want to use.
How it works
Create your AI financial fact-find agent
Use your current questionnaire and a bounded cash-flow model. Launch times are planning estimates for configuration and testing.
- 01
Provide your fact-find materials
Add the questionnaire, field definitions, example household profiles, calculation method, and the scope of your advisory service.
- 02
Set calculations and access
Configure client access, document handling, period conversions, missing-data rules, and the destination for approved profiles. Define the scenarios clients may compare.
- 03
Test and send the client link
Check monthly and annual amounts, duplicate expenses, shared household figures, changed assumptions, and failed saves. Then send the link to a client in your planning engagement.
Made for your kind of business
For advisory firms completing client fact-finds
Financial advisory firm owners
Delegate routine fact clarification within your existing planning engagement.
Financial planning practice leaders
Receive household profiles with consistent periods and explicit scenario assumptions.
Client relationship managers
Resolve missing details and keep client corrections attached to the saved profile.
Start with your specialtyFinancial advisory firm ownersFinancial planning practice leadersClient relationship managers
Your service, your starting point
Your questionnaire and calculation rules
Begin with the process your firm uses today. The six connection examples below are optional and require the access and controls you choose. Choose the relevant apps below and connect the accounts your agent should use.
Create my finance agentGoogle Sheets
Use the client's budget and cash flow inputs. Connect the relevant account and choose which records and actions the agent can use.
Google Drive
Read financial documents the client shares. Connect the relevant account and choose which records and actions the agent can use.
Notion
Apply your coaching method and planning rules. Connect the relevant account and choose which records and actions the agent can use.
Calendly
Schedule the client's advisor session. Connect the relevant account and choose which records and actions the agent can use.
Stripe
Send a financial coaching payment link. Connect the relevant account and choose which records and actions the agent can use.
Gmail
Deliver the client's personal financial plan. Connect the relevant account and choose which records and actions the agent can use.
Integrations
Tools your AI financial fact-find agent can connect
Connect the tools you use to deliver this service. Your agent can use their records and actions while helping clients on its own page. Choose the relevant connections below and decide what it can read, create, or send.
- Google SheetsUse the client's budget and cash flow inputs
- Google DriveRead financial documents the client shares
- NotionApply your coaching method and planning rules
- CalendlySchedule the client's advisor session
- StripeSend a financial coaching payment link
- GmailDeliver the client's personal financial plan
Your AI
financial fact-find agent
financial fact-find agent
Your expertise.
Their personal result.
One connected service.
Go further with 1,000+ integrations.
Agentplace connects to business tools through Composio's catalog of over 1,000 integrations. These six examples are a starting point. Choose the apps and actions your agent needs while clients keep working on its page.
Available connections depend on the app's API and your account permissions.
Browse the integration catalogConnected agents
Connect to your ChatGPT or Claude agents
Your client-facing AI agent can ask existing ChatGPT or Claude agents to check permitted profile fields or prepare a summary using your configured rules.
A connected agent flags an annual expense without a period label. The client-facing agent asks Morgan and Lee to clarify it and updates their comparison.
Your clients Morgan and Lee
One set of facts and assumptions
Two client-defined cash-flow scenarios Your AI
financial fact-find agent
financial fact-find agent
Your expertise.
Their personal result.
One connected service.
Your back-office agents
ChatGPT
Claude
- Profile completeness
- Input consistency
- Meeting preparation
A few things to know
AI Financial Fact-Find Agent for Advisory Firms FAQ
What is an AI agent for a financial fact-find?
An AI agent for a financial fact-find clarifies client-supplied household figures and goals. It creates an agreed profile, compares defined cash flows with visible calculation assumptions, and saves the approved result through your configured workflow.
Is this the same as a financial coaching agent?
This service completes your firm's household fact-find and compares stated cash flows. It starts with an advisory client's questionnaire and financial picture. A coaching service focused on saving toward a personal goal is a separate use case.
How are the scenario amounts calculated?
Use a tested calculation method you provide. Put all amounts on the same time basis, show what each expense includes, and subtract the stated costs from take-home income. Label assumptions and avoid turning a missing amount into zero.
Can it recommend investments or tax strategies?
This template does not select assets, allocate a portfolio, forecast returns, or make tax or legal judgments. It establishes agreed facts and calculates the cash-flow scenarios within your configured scope.
Can it use our existing questionnaire and planning tools?
Yes. Provide the questionnaire and choose the permitted data sources and output format. Configure and test any connection to your planning or client system. The agent handles the client clarification and returns the approved result.
What happens if the client changes an amount?
The agent updates the profile and every affected scenario, shows the new calculation, and preserves which assumptions changed. The client can review the corrected version before it is saved.
Can we include this in our paid planning engagement?
Yes. Include the AI fact-find and cash-flow comparison in your existing service. If you choose a separate paid offer, define its scope and price before configuring payment. The result remains a fact-find and arithmetic comparison.
Are the financial figures in the preview real?
No. Morgan and Lee are fictional. The preview uses stated take-home income and expenses, with separate annual costs divided by 12. It includes no investment growth, inflation changes, tax calculation, or assessment of whether either scenario is suitable.
What platform does the AI Financial Fact-Find Agent for Advisory Firms run on?
It runs on Agentplace. Agentplace is an AI agent platform where the agent gets its own page, talks to your visitors there, and carries the request through to the end instead of handing it to a form. You can open this template and change any step before you publish it.
Complete the clarification around the questionnaire
Give clients a fact-find agent.
Work from agreed figures.
Create your AI financial fact-find agent, add your questionnaire and cash-flow rules, and send its link to an existing client. Let them clarify and approve the household picture in one session.
Create my finance agent
Create my finance agent