Moneyhub creates 'fact finder' to help advisers with onboarding

When using the ‘fact-finder application programming interface (API) recipe', advisers and planners can use "real-time" client data through Open Finance instead of manual fact-finding when onboarding new customers and clients. It offers insights including connections to investments, pensions, properties, and mortgages. The fact finder also has artificial intelligence-driven nudge technology which can immediately notify financial advisers of pertinent information and changes to their clients' circumstances to ensure advice remains appropriate. Moneyhub said this solution is especially u...