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Xplan Integration is here!


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Learn how iFactFind and Xplan link and sync.

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

The digital online fact find for
financial advisers and their clients.

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Key Features

Testimonials

What Users Think About iFactFind

Frequently Asked Questions

Of course, as soon as you add the client to your dashboard (ADD NEW/CLIENT), you can click on the eye symbol and start to complete the iFactFind. The audit log will identify who enters the information, and so we recommend that compliance sensitive information likerisk tolerance and goals are completed under the client log-in. However, you can virtually complete the fact find before the client even sees it – leaving them to confirm the details and submit when ready.

First, you need to register your practice for a 21-day trial and once registered, you can subscribe through your iFactFind Dashboard,ADMIN CONSOLE/PRACTICE SUBSCRIPTIONS. This location is where you can add or delete the number of licenses you need in your practice. Of course, you don’t need to wait until the 21-day trial is over actually to subscribe!

iFactFind is optimised for use with Google Chrome and Microsoft Edge (new version). It will also work with most tablets, but we have noticed that there are problems with Safari and Firefox. We recommend either Chrome or Edge as the browser to use with iFactFind, and in need, we have added a browser download button embedded in the client dashboard.

You’re not doing anything wrong, but as part of the audit logs, we record the IP address of the computer that is adding information. Likely, you haven’t logged out as an adviser before trying to log in as the client. There is a workaround if you want to log in as both adviser and client on the same machine – one of you needs to log in through an incognito (or in-private. Keyboard Shortcut: Ctrl + Shift + N) window.

Simple, using video-conferencing software like Zoom or Skype, you can either share your screen with your client or, perhaps even better, get them to share the screen with you. In this way, they will be entering their details under their log-in for audit purposes. This approach is a great way to coach your clients on how to use iFactFind. Remember that with some applications you may need to switch the host from you to your client to allow them to share their screen.



Pricing Plans

Choose Your Plan

With no lock-in contracts, you can upgrade or downgrade licenses, cancel the subscription, anytime.

Monthly
Yearly

Key
Features

  • Practice Branding (White Labelling)
  • Unlimited iFactFinds
  • Progress Tracking
  • Compliant FSG Delivery & Recording
  • File Notes
  • e-Sign Acknowledgement
  • Snapshot (Data Versioning)
  • Audit Logs
  • Client Access
  • Values based Goal Capture
  • Xplan Integration (Aug 2020)

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 a Tutorial

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