The new standard in client data collection and management, collaboratively with their adviser, through the smart use of API's and data-feeds.
Data collection sequence has been designed to minimise duplication of information. The objective of this approach is to only require a single point of collection that becomes a single source of truth, (SSOT).
Track your client's progress in Real-Time via the adviser dashboard and provide help where needed. We want to ensure efficient conversion from an Initial Prospect to an Ongoing Client.
We’ve developed iFactFind from the Ground Up with a User Experience (UX) in mind. Both the adviser dashboard and the client dashboard have been designed to follow a logical order which includes iHELP on every section of the Fact Find.
We’ve taken the core format of the Paper Based Fact Find to a whole new level. Finally, a full-scale database supporting the detailed collection of client information specifically for Holistic and Goals Based Advice.
iFactFindTM at a glance
Time Stamped FSG delivery and acknowledgement
Client Data captured in “Snapshot” each time advice is provided
Data entered by Clients confirmed by APIs where possible
Advisers and Practice Managers can monitor clients progress from Prospect to Fact Find and through to SOA production
A CRM that allows you to begin the scoping of your client's needs from the very first Practice contact.
A Reporting Tool that allows advisers and practice managers to track conversion rates and workflows.
Open APIs allows data collected in iFactFind to become source data for other financial planning applications.
Appointment booking system that combines the delivery of key compliance documents with Calendar API connectivity, whether you use Exchange, Google, Office 365, iCloud or Outlook.com.
Is my client data secured?
Yes, every single piece of critical information in our system is encrypted with military-grade technology.
The only person who can see your client’s data is your practice and the client themselves.