Turn client information and financial evidence into adviser-ready insight.
FastDox combines what clients tell you with supported documents and financial data, so complex circumstances are faster to review.
Jordan is employed full time with a net monthly income of about $4,640. Unsecured debts total $48,300 across four creditors, including $6,900 owed to the CRA. Housing is rented. No vehicle or property owned.
- Declared income is higher than pay stubs showClarify
- Recurring payment to an unlisted lenderClarify
- Bank statements cover 90 daysComplete
Based on 14 documents and questionnaire answers. Adviser approval required.
A clearer financial picture before the first conversation.
Advisers start with a summary, a creditor schedule and a short list of things to clarify, instead of a folder of attachments.
- Income, expense and affordability overview
- Assets, liabilities and creditor schedule
- Recurring payments and commitments identified
- Document-derived values presented for review
- Missing evidence and discrepancy detection
- AI-generated case summary
- Human review and approval controls
- Analysis refreshed as new information arrives
AI prepares the work. People make the decisions.
FastDox assists with analysis and preparation. Your qualified professionals stay responsible for advice, regulated decisions and case outcomes.
Evidence-aware analysis
Uses supported documents and structured answers as its inputs, so every figure has a source.
Review flags
Surfaces mismatches, missing information and anything that needs a conversation.
Adviser summary
Puts the important information in front of your team before the client call begins.
See how FastDox would work for your team.
We'll shape the demo around your current process, required checks and the systems you already use.