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November 01, 2021

Australian FinTech

Australian fintechs team up for new integration

The two fintechs estimate that the new two-way integration between iFactFind’s digital fact find solution and Worksorted’s customer relationship management system could save practices between one to two hours of manual data correction and re-entry each day.

October 26, 2021

Adviser Voice

Aussie Fintechs collaborate to drive advice efficiencies

Financial planning technology companies, iFactFind and Worksorted have entered a strategic partnership to integrate iFactFind’s digital fact find solution and Worksorted’s CRM system to facilitate the transfer of client data and drive efficiencies in advice practices.

October 25, 2021

Independant Financial Adviser

Australian fintechs team up for new integration

iFactFind and Worksorted have announced a new strategic partnership aimed at facilitating client data transfer and boosting efficiency in financial advice practices.

by Dr. Paul Moran
August 16, 2021

Professional Planner

The ethics of nudging the client

It’s said that the most effective way to sell an idea or influence decision making is through the unconscious mind. In other words, if you want someone to do something, make them think it was their idea.

by Dr. Paul Moran
July 9, 2021

Professional Planner

Challenging WINIWIMI and the importance of framing

Asking questions and eliciting considered, accurate responses is a key part of the financial planning process.

June 15, 2021

Adviser Voice

Vic’s extended lockdown spawns digital advice solution

Melbourne-based financial planner, Dr Paul Moran, has teamed up with database expert, Mr Sahil Matta, to develop Australia’s most comprehensive, interactive digital fact find.

June 15, 2021

Risk Info

New Interactive Digital Advice Solution

Developed during Victoria’s extended Covid-19 lockdown in mid-2020 and piloted by a group of advice practices, the statement says that iFactFind is “…proven to increase the quality and accuracy of client data, enhance the client experience and boost practice efficiency.”

June 15, 2021

Self Managed Super Magazine

New online fact find launched

A Melbourne financial planner has launched a online interactive digital fact find that is compliant with new standards and will remove the need to create, share and store physical documents.

June 15, 2021

Financial Standard

iFactFind Launches

The new cloud-based fact-find solution that aims to provide a more dynamic financial advice process has launched.

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