Compare · 20 products
Client Onboarding for Australian brokers
Digital fact-find and portals
The short answer
Client onboarding tools replace the emailed fact-find with a structured digital form and a portal the client can return to. They are judged on completion rate, how cleanly data lands in the CRM, and whether the client can finish the whole thing on a phone.
The rules this Client Onboarding ranking will follow
The fastest way to judge a review site is how it makes its money and who signs its verdicts. These are the rules we have published for ourselves, in advance and in public — no product in this category has been tested against them yet, so hold us to them.
Most review sites
Rank whoever pays the most
Review from the vendor’s demo
Verdicts with no author
Sell your details as leads
Hide who owns the site
Leave reviews years out of date
What we have committed to
Rank on published criteria, every time
A real account, for a working week
Every verdict signed and dated
Never sell your details
Rank our own product in public
Show the last tested date on the page
The published rules Finance OS research will follow when Client Onboarding is tested
What each one will be scored on
How these are scored →The same weighted sheet for every product in the category, published before any of it is filled in. Every cell below reads “score not published”, because none of them is.
| Criterion | AFG FLEX fact-find | Brokerbench | BrokerEngine client portal |
|---|---|---|---|
| Aggregator integration | Score not published | Score not published | Score not published |
| Compliance fit (NCCP & BID) | Score not published | Score not published | Score not published |
| Lead capture & response | Score not published | Score not published | Score not published |
| Pipeline & workflow | Score not published | Score not published | Score not published |
| Automation depth | Score not published | Score not published | Score not published |
| Australian support | Score not published | Score not published | Score not published |
| Value for money | Score not published | Score not published | Score not published |
The tests will be filmed
Each test is filmed inside the real account — the workflows, the failure paths and the parts the demo never shows. None has been run in this category, so these slots are empty; they fill in as each product is tested.
AFG FLEX fact-find walkthrough
Not yet filmed
Brokerbench walkthrough
Not yet filmed
BrokerEngine client portal walkthrough
Not yet filmed
Three of them in detail
AFG FLEX fact-find
Brokerbench
BrokerEngine client portal
Screens will come from the real accounts
Captured inside the tested accounts, never from a vendor press kit — which is why there are none here yet.
How we capture them
Screens come out of the account, not the press kit
Every screenshot is taken inside the account the product was run in, at the point in the workflow being scored. Nothing is staged, nothing is a vendor render, and nothing is a mock-up.
- Captured in the live account, mid-workflow
- Dated with the test it came from, and re-shot when the product changes
- Never a vendor render, never a mock-up
Editor’s verdict
The verdict names one product, says who it is for and who it is not for, and shows the criteria that decided it. It is written after the testing, signed by the person who did it, and dated — so you can judge how current it is and hold someone to it.
Signed and dated by the reviewer who ran the tests
Reviewer
Named and pictured once this category has been through testing.
Every Client Onboarding tool we track
20 products
The full catalogue for this category, including everything still in the review queue. Listing a product is not a recommendation — only the reviewed ones have been through a real account and a week of testing.
- AFG FLEX fact-find
- Brokerbench
- BrokerEngine client portal
- Connective client centre/portal
- Connective Financial Passport
- Effi client portal and fact-find
- FileInvite live forms/fact-find
- Finsure Infynity onboarding
- Lend1 client portal
- LMG MyCRM onboarding
- Middle
- Mystro onboarding / Copilot
- Salestrekker client portal
- Sherlok InstantAPPLY fact-find
- AstuteWheel client portal
- Jotform
- Microsoft Forms
- Moneysoft digital fact-find
- Typeform
- Google Forms