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    Introducing iFactFindTM

    The new standard in client data collection and management, collaboratively with their adviser, through the smart use of API's and data-feeds.

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    iNTELLIGENT

    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).

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    iNTERACTIVE

    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.

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    iNTUITIVE

    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.

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    iNNOVATIVE

    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

Key Features

COMPLIANCE

  • 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

PIPELINE MANAGEMENT

  • 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.

iNTEGRATION

  • 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.

Learn How we keep The Data Safe

Ready to get started?

No lock-in contracts. Upgrade, downgrade or cancel anytime.

Core
 
$99
AUD/Month/User (Ex.GST)
  • Unlimited iFactFinds
  • Initial Meeting Module
  • Support Staff Access
  • Compliant FSG Delivery & Recording
  • Values based Goal Capture
  • File Notes
  • Progress Tracking
  • Pipeline Management
  • Practice Branded (White Labelled)
  • Audit Logs
  • Missing Link Functionality
  • Snapshot (Data Versioning)
  • eSign Acknowledgement
  • Pdf/CSV/Excel
  • Business Metrics)
INTEGRATE
Release Q2 2020
$149
AUD/Month/User(Ex.GST)
  • Unlimited iFactFinds
  • Initial Meeting Module
  • Support Staff Access
  • Compliant FSG Delivery & Recording
  • Values based Goal Capture
  • File Notes
  • Progress Tracking
  • Pipeline Management
  • Practice Branded (White Labelled)
  • Audit Logs
  • Missing Link Functionality
  • Snapshot (Data Versioning)
  • eSign Acknowledgement
  • Pdf/CSV/Excel
  • Business Metrics)
  • Open APIs
  • Calendar Integration (Calendly)
  • Xplan Integration
  • Marketplace Integration
  • Finametrica Integration
  • Other Integrations as required
LIVE
Release Q3 2020
TBA
AUD/Month/User (Ex.GST)
  • Unlimited iFactFinds
  • Initial Meeting Module
  • Support Staff Access
  • Compliant FSG Delivery & Recording
  • Values based Goal Capture
  • File Notes
  • Progress Tracking
  • Pipeline Management
  • Practice Branded (White Labelled)
  • Audit Logs
  • Missing Link Functionality
  • Snapshot (Data Versioning)
  • eSign Acknowledgement
  • Pdf/CSV/Excel
  • Business Metrics)
  • Open APIs
  • Calendar Integration (Calendly)
  • Xplan Integration
  • Marketplace Integration
  • Finametrica Integration
  • Other Integrations as required
  • Detailed Database Reporting
  • Banking and Investment Feeds
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