A New way of gathering and maintaining Client Data, 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.
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.
iFactFind™ and it's logo is a registered trademark of PULSS PTY LTD
© Copyright PULSS Pty Ltd 2019