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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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Book an Intro Session to Start Your 21 Day Trial

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Digital Fact Find

Key Features

Scope of Advice

Our scoping tool promotes our offering, prompts clients to consider all areas of advice, and encourages a discussion about what they really need.
In addition, we can customise and hard-code the questions to suit the specific areas of advice you offer.

Client Goals

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.

Risk Tolerance

iFactFind provides an embedded ten-part risk tolerance questionnaire, including situational risk questions such as relative wealth, source of wealth and stage of life.
Advisers also have the ability to override the output, subject to the detailed discussion you have with your client and a detailed description of the reasons for the change.

Personalised Fact Find

Using iFactFind’s settings function, you can personalise which sections of the fact find need to be completed, subject to the Scope of Advice.
A risk-only client – turn off the investment risk tolerance section, Retired clients – turn off the personal insurances section, No entities involved – turn off the entities section!

Mini Fact Find

Choose from our standard or basic pre-meeting questionnaires designed to be sent out before initially meeting your prospective client.
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.

Integration

Our APIs allows data collected in iFactFind to become source data for other financial planning applications. We have developed an API architecture that allows integration with all providers who offer similar interfaces to work together to simplify data transfer and improve efficiency.

Review workflow

Include your client’s review data within their profile so you can utilise our automated review reminder workflows. Set up automated reminder emails to your clients prior to their upcoming review date. You can choose to include your practice-specific client login link and a prompt to remind your client to log back into their fact find.

Document Generation

You can produce Third-Party Authorities and other documents at the push of a few buttons.
Our Document Generation function means you can create any documents you want by linking your text with our extensive list of placeholders.
Build and edit documents that can be created in MS Word or PDF format, create and publish templates and start your own document library using any of the thousands of API fields we have created for users.

e-Signature

Capture confirmation from your client that all information entered in their fact find is UpToDate and correct. Once their e-signature is captured, a PDF version (which we call a Snapshot) of the fact find is generated with all data entered. This document is dated and time stamped with a unique version identifier that can be referenced in your advice documents such as SoA’s and RoA’s.

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

As a boutique practice that prioritises client intimacy, we continually seek more efficiencies in our process, particularly with growing compliance demands. iFactFind has quickly become a key element in doing this successfully.

There is not a piece of paper in sight! Information can be updated or analysed by clients and advisers at a time and location that is convenient to their needs. This service has taken factfinding from an onerous activity to an engaging one. Intelligent data collection means clients now appreciate the provision of quality and detailed information as much as the advice team; some even view the focus that it brings to their goals and current situation as a value add part of our process.

The built-in audit trail means there is no discrepancy between the statement of advice and client data, and thanks to support staff logins it can be accessed directly by paraplanning. With iFactFind, our practice continues to grow confidently, even in the current environment, while getting back to where we add the most value to our clients; the time spent with them.

Gareth Daniels

Danton Wealth Strategies

I am usually more than happy to give a testimonial for something beneficial to my business (especially in compliance), and my clients. But in this case - I am reluctant.

You see, iFactfind is that good and so easy for clients to complete AND is also a compliance checker with automated FSG acknowledgement, that I'd rather keep it to myself than lose a competitive edge.

Peter Roan

Roan Financial Group Pty Ltd

It is obvious that financial planners developed iFactFind for financial planners. What I particularly enjoy about iFactFind is the easy way you can toggle back and forward through different aspects of the data collection without having to scroll through pages of PDF's.

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. The compliance features are great – the audit trail of additions and edits means that any changes are always identified.

But most importantly, working through the iFactFind process with clients, I find that I get to know their total financial position.

Jenny Diggle

Jenny Diggle and Associates

iFactFind has been a fantastic tool we have added to enhance our client experience. One fantastic part is being able to monitor clients progress of completing the fact find and reach out to give them some assistance.

The quality of the data we are getting back from clients has increased as the system requires clients to complete each section before they can move on with at least a minimum level of data. There is also some flexibility in the level of data required to be completed so that it does not hold up the process.

In an age where cyber security is becoming more of a concern, we have also moved to have clients upload documents through this secure portal instead of sending them through email.

Alex Hont

Moran Partners Financial Planning

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.

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    As featured in

    New Pricing 1st of July, 2022

    Choose a Plan That's Right For You

    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
    learn more

    Trial

    21 Days
    21 Days
    monhly / adviser
    (ex GST)


    Core

    $
    119
    monthly / adviser (ex GST)


    Integrate

    $
    169
    monthly / adviser (ex GST)



    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
    learn more

    Trial

    21 Days
    21 Days
    monhly / adviser
    (ex GST)


    Core

    $
    149
    monthly / adviser (ex GST)


    Integrate

    $
    199
    monthly / adviser (ex GST)


    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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