At the core of the professional financial planning process, is the accurate collection of your personal & financial information. This data ensures that your adviser understands how best to meet your needs.
Secure.Highest Level Encryption
Your personal information is stored in Australia.
All sensitive information is encrypted, and we use 'Threat Intelligence Pty Ltd', an independent security testing service to ensure your information is safe.
Collaborative.Work With Your Adviser
Every time you add or edit information, your adviser can see it - and vice versa. iFactFind has been designed for you and your adviser to work together throughout the financial planning process - and beyond.
Organised.Everything In One Spot!
Email is not the most secure way to transmit your sensitive personal information. Our document vault allows you to keep copies of your insurance, superannuation, investment and legal documents in the one place. Accessible to you from anywhere, anytime.