iFactFind
Digital Online Fact Find for Financial Advisers
iFactFind is a digital fact-finding platform for financial advisers and their clients, providing a secure client portal for collecting, managing and storing client data. It replaces paper-based fact-finding with an audited, consent-driven process covering goals capture, risk profiling, scoping, document generation and eSignatures.
Key features include a Pre-Meeting Questionnaire (Mini Fact Find), personalised Fact Find, detailed Scoping Tool, Master Goals List, Risk Profiling & Portfolio Preferences, Pre-Assessment Questionnaire, Client Review Workflow, file noting with attachments, live progress tracking, Document Generation, a Secure Document Vault hosted on Amazon S3, eSignature with certificate of authenticity, comprehensive audit logs, two-factor authentication, and external paraplanner and support staff access. Integrations cover Xplan, Voyant, Worksorted, Fin365, Navexa, plus scheduling via Calendly, Microsoft Bookings and Google Calendar. Customisation options include white-labelling, a customised client login widget, white-labelled emails, and customised Scope of Advice, Pre-Assessment Questionnaire, Portfolio Preferences and Risk Profile.
iFactFind is built for financial advisers and planning firms. Pricing is seat-based per adviser, with a 21-day trial and editions named Trial, Core and Integrate, available on annual commitment or pay-as-you-go monthly plans. Practices with 11 or more advisers are directed to enterprise solutions.
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