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iFactFind - Paperless, Digital, Online

Using cloud-based technology and incorporating show/hide functionality, the level of available detail is greatly improved compared to other means of data collection.

Without needing to provide the client with a 20-30-page fact find document required to collect all their information, One web application can capture information such as blended families, full entity details for trusts, companies and partnerships and even tax-deductibility of expenses.

The level of detail available with iFactFind would require a document of between 50-70 pages – far more than the client would accept.

Emails have proved to be less than safe for the transmission of sensitive data such as ID and tax information.

Our secure document vault allows clients to upload ID’s, statements, payslips and tax returns, as well as legal documents such as trust deeds and copies of wills. It’s all held in an encrypted location but available for you to download as required.

Existing client users have commented that for the first time, they have all their important financial documents in the one place and that provides a level of comfort to them in the case of an unfortunate event.

The Adviser can add and amend details, and the client can add and amend details – and both can see what has been updated in real-time with a simple screen refresh. This ability means that the information can be collected over a zoom meeting or even a phone call, and advisers can help if their client gets stuck in a tricky situation.

iFactFind has been built from the ground up to be a two-way system where clients log in at any time and can update their details.

Following on from the last point, we need to know who inputted what information. The audit log function built into iFactFind identifies and records each entry of data – Who, What and When is all recorded continuously and is available for export if compliance requires. We would recommend that risk tolerance, for example, be completed under the client log-in. Similarly, the goals section can be completed with the clients logged-in.

Once a client is given a fact find to complete, it ‘disappears’ from the adviser view. There is no way to tell how close it is to completion, or if the client has even bothered to start it; which can lead to frustration and inefficiencies.

iFactFind tracks progress on every fact find that you have released and provides information such as completion level, last log -in date and days since last log-in. You can now follow the progress of your clients live and ‘nudge’ them if they haven’t updated for a little while.

Once the iFactFind is completed without any missing links, the client clicks the ‘Submit iFactFind’ button and e-signs the acknowledgment. This acknowledgment is a client confirmation that the information they have provided is checked and complete, and it produces a PDF soft copy of the client data collected at that point – we call this a ‘snapshot’. It is coded and time-stamped, and you can refer to that document in any advice provided.

Further, before every review, the client can update and produce another ‘snapshot’, so you have a record of up to date client data on your file. FASEA Standard 8 – tick!

Following on from the last point, we need to know who inputted what information. The audit log function built into iFactFind identifies and records each entry of data – Who, What and When is all recorded continuously and is available for export if compliance requires. We would recommend that risk tolerance, for example, be completed under the client log-in. Similarly, the goals section can be completed with the clients logged-in.

Following on from the last point, we need to know who inputted what information. The audit log function built into iFactFind identifies and records each entry of data – Who, What and When is all recorded continuously and is available for export if compliance requires. We would recommend that risk tolerance, for example, be completed under the client log-in. Similarly, the goals section can be completed with the clients logged-in.

Following on from the last point, we need to know who inputted what information. The audit log function built into iFactFind identifies and records each entry of data – Who, What and When is all recorded continuously and is available for export if compliance requires. We would recommend that risk tolerance, for example, be completed under the client log-in. Similarly, the goals section can be completed with the clients logged-in.

Following on from the last point, we need to know who inputted what information. The audit log function built into iFactFind identifies and records each entry of data – Who, What and When is all recorded continuously and is available for export if compliance requires. We would recommend that risk tolerance, for example, be completed under the client log-in. Similarly, the goals section can be completed with the clients logged-in.

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