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iFactFind - The new standard in client data collection and management.

Being able to make amendments and keep it as a live document, rather than a data collection from a point in time, makes it invaluable as a Client Record Management system.

     
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Digital Fact Find

Key Features

Client Goals

By definition, holistic financial planning involves considering all our client’s goals - unfortunately, we know that clients only consider myopic goals. So we call this WINIWIMI – What Is Next Is What Is Most Important.

Without help and advice, clients often fail to identify all the goals that will lead to a happy and successful future.

iFactFind uses a Master Goals List format that allows you to demonstrate all the various goal categories to ensure a holistic approach. We strongly recommend that Advisers work with their clients to complete these goals using our two-step process that combines SMART with values and preferences.

Data sync with your advice software

Our APIs allows data collected in iFactFind to become source data for other financial planning applications.

  • Xplan (Standard API mapping)
  • Worksorted
  • Fin365 
  • Open APIs
  • Calendly Integration
  • Zapier Integration

Pre-meeting questionnaire - Mini iFactFind

Choose from our standard or basic pre-meeting questionnaires designed to be sent out before initially meeting your prospective client.
Once you’ve chosen which questionnaire you’d like to send, you can choose to include FSG delivery at this time. You also have the option to send the pre-meeting questionnaire link via SMS.

Your client can then choose to complete this on their phone, tablet or laptop/desktop. Once complete and submitted by the client, you can view their responses in an exportable PDF.

Testimonials

What Users Think About iFactFind

So…what’s the problem?

Holistic financial planners aren’t robo-advisers! They need real, detailed and accurate data about their clients to be able to help them make the right decisions. We know that this information is a lot more thorough than the simple solutions currently being promoted as financial advice.

Holistic financial planners and advisers must make sure they consider all the angles (tax, timing, actual investments, real and detailed goals and more) before making recommendations and then be able to justify those recommendations with supporting evidence.

But…how is this important process done now?

Well, typically it is completed with paper-based fact find or at best with an on-line form. Neither of these methods provide actual database capabilities that can be properly recorded, retrieved or analysed. What we finish up with is an incomplete set of data collected at a single point of time that must be re-entered into your financial planning software and that requires significant follow-up if you want an accurate picture of your client’s true position.

    OK…but how does iFactFind help me?

    iFactFind™ provides true database capability into your client data collection. The smart use of data feeds and API’s mean that there is no need for reverse fact finds prior to client reviews – in fact, you will be able to ‘snapshot your client’s current situation each time you provide advice and have that stored for compliance purposes at the push of a button.

    Rather than simply waiting for the information, the adviser has live access to what the client has completed. Client information is gathered collaboratively so that the ‘helping’ relationship commences early in the relationship. You will know what is outstanding, who is committed to completing (and whose commitment is waiving), all via the adviser dashboard. Additionally, any details you obtain can be directly entered into the client file – on the go.

    As featured in

    New Pricing 1st of July, 2022

    iFactFind is sold as an annual commitment (paid monthly or yearly)OR no commitment (pay as you go).

    paid monthly
    paid yearly

    Annual Commitment


    • Features



      Pre-meeting workflow 'mini fact find'
    • Detailed Scoping Tool
    • Configurable Fact Find Modules
    • FSG delivery, acknowledgement & recording
    • All data stored and retained through AWS in Australia
    • Two-factor verification and authentication
    • Live tracking of client progress
    • Comprehensive file noting with attachments (inc. audio files)
    • Micro-notes available for module of the fact find
    • Sensitive data double encrypted (TFN, SRN, HIN, CRN)
    • Snapshot taken each time advice is provided
    • Time & date stamped audit logs
    • e-Signature for client confirmation of dataset (Snapshot)
    • Review Workflow
    • Master goals list including values-based goal capture
    • Client Review workflow
    • Practice theme-based Login Screens & Fact Find
    • External Paraplanner & Support Staff Access
    • Calendly
    • Zapier
    • Xplan (Standard API mapping)
    • Worksorted
    • Fin365
    • Open APIs


    Pay As You Go


    • Features



      Pre-meeting workflow 'mini fact find'
    • Detailed Scoping Tool
    • Configurable Fact Find Modules
    • FSG delivery, acknowledgement & recording
    • All data stored and retained through AWS in Australia
    • Two-factor verification and authentication
    • Live tracking of client progress
    • Comprehensive file noting with attachments (inc. audio files)
    • Micro-notes available for module of the fact find
    • Sensitive data double encrypted (TFN, SRN, HIN, CRN)
    • Snapshot taken each time advice is provided
    • Time & date stamped audit logs
    • e-Signature for client confirmation of dataset (Snapshot)
    • Review Workflow
    • Master goals list including values-based goal capture
    • Client Review workflow
    • Practice theme-based Login Screens & Fact Find
    • External Paraplanner & Support Staff Access
    • Calendly
    • Zapier
    • Xplan (Standard API mapping)
    • Worksorted
    • Fin365
    • Open APIs

    Don't Wait Any Longer!

    Before starting a 21 Day Trial, we recommend that you complete our 60 Minute Zoom Tutorial. This will ensure that you will get the most out of your Free Trial.


    Book an Intro Session

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