How the Client Data Hub works

The Client Data Hub is designed to make it easy to collect key client details before or around your first conversation, without turning it into a full fact find.

Step 1 – Create a secure client link

Create a unique, secure link for your client directly from your dashboard.

You can send this link to the client ahead of your meeting, or ask them to complete it shortly afterwards. Each link is time-limited and tied to that specific client.

Step 2 – Client completes the form

Your client completes a short, guided form covering:

• basic personal details

• dependants (if relevant)

• high-level assets and liabilities

• existing insurance and superannuation

The form is designed to be quick and approachable, focusing only on core information.

Step 3 – Review submissions in your dashboard

Once submitted, you’ll see the completed request in your dashboard.

From here you can:

• review the original submission

• make small corrections if needed

• export the data in different formats

Step 4 – Use the data in your advice process

The collected information can then be used to:

• support your initial advice conversations

• create a new Risk Needs Calculator scenario by exporting the JSON file

• save or share a PDF summary where helpful

• feed into your broader advice workflow as a starting point

The exported JSON is structured to work cleanly with the Risk Needs Calculator, allowing your House View and adviser judgement to apply where details are not yet known.

Designed to save time – and evolving

The Client Data Hub is intentionally lightweight. It’s not about capturing everything upfront, but about reducing friction and re-keying early in the advice process.

This tool will continue to evolve over time, with a focus on:

• saving adviser time

• improving data flow into needs calculations

• supporting better client conversations

Feedback and real-world use will shape how it develops from here.