DiscoveryDocs is a secure, client-centric digital fact find platform designed to streamline client onboarding and strengthen engagement across your advice network.

Built to integrate seamlessly within the AMAFA technology ecosystem, DiscoveryDocs enables advisers and brokers to send secure web-based forms, monitor client progress in real time, and efficiently capture accurate, structured data.

All information flows directly into the CRM and Statement of Advice Document Builder, eliminating double handling, reducing administrative burden, and improving file quality and compliance consistency.

With customisable forms and structured data capture, DiscoveryDocs enhances the client experience while supporting operational efficiency, governance, and scalable growth.