Book a Demo
Setting the New Standard in Client Data Collection through Secure, Client Centric Portal.
The digital online Fact Find for Financial Advisers and their clients.
Book a Demo
An Onboarding Process that fosters Effective Collaboration between Advisers and Clients.

Deliver a superior client experience with a secure portal, reduced Advisery costs, and faster service delivery

View More
Trusted By

4,329 +

Pre - Meetings Completed

17,318 +

Fact Find Sent

15,860 +

Goals Added

12,506 +

Documents Uploaded

Why iFactFind?

Key Features

Client Goals
iFactFind leverages a sophisticated approach to capturing client goals through its Master Goals List.
Scope Of Advice
iFactFind streamlines the scoping process interactively from the outset of the client-adviser relationship.
Risk Profile
iFactFind's interactive platform meticulously addresses the assessment of risk profiles, enabling advisers to align with client preferences.
Pre-Meeting (Mini Fact Find)
The iFactFind Pre-Meeting Questionnaire, also known as the Mini Fact Find, is an essential tool for advisers to collect preliminary client data efficiently.
Personalised Fact Find
Using iFactFind's versatile settings feature, advisers can tailor the Fact Find process to align precisely with client needs.
Review workflow
The iFactFind Client Review Workflow is an innovative tool designed to optimise the efficiency and accuracy of client reviews.
Document Vault
iFactFind's Secure Document Vault, hosted on Amazon S3 buckets, is a cornerstone of digital document management and security.
Document Generation
The iFactFind platform has revolutionised the way financial advisers and firms handle document creation and management.
eSign
iFactFind's state-of-the-art eSign functionality revolutionises document handling and compliance processes with seamless electronic signatures.
Elevate Your Financial Planning with Our Comprehensive Client Goals feature.

Utilising a sophisticated approach, our Master Goals List showcases an extensive array of goal categories, designed to deliver a comprehensive and holistic financial planning experience.

View More
Streamline Your Advisery Practice with Advanced Integrations

Explore the power of seamless integration with iFactFind, by connecting with leading financial management tools.

View More
Enhance Client Onboarding with Our Pre-Meeting Questionnaire

The iFactFind Pre-Meeting Questionnaire, or Mini Fact Find, is crafted to optimise the initial engagement with prospective clients. Designed to be sent out before the first meeting, this tool enables clients to submit preliminary information, setting the stage for a productive and meaningful discussion.

View More
Client Testimonials