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Client Portal

Transforming Financial Advisery Services with iFactFind's Client-Centric Portal:

integration iFactFind is revolutionising the client onboarding experience by moving away from traditional, static methods like paper-based fact finds, PDFs, and simple online forms. Our platform provides a dynamic, secure digital client portal that not only facilitates data collection but also enables interactive collaboration where clients can engage directly with their advisers, upload documents, sign electronically, and effortlessly update their information as needed.

Comprehensive Client and Adviser Benefits:

Clients enjoy the convenience of accessing the portal to review and update their Fact Find, ensuring that their data reflects their current circumstances. This continuous engagement is crucial for maintaining accurate and relevant financial advice. Advisers benefit significantly from streamlined processes integrated directly into the client portal, such as scoping, risk profiling, and goal setting. The goal-setting feature in iFactFind allows clients and advisers to collaboratively define and track financial objectives, ensuring strategies are aligned with individual aspirations and life changes.

Document Management and Compliance:

Within the portal, clients can electronically sign documents using the eSign feature, simplifying the process of document completion and verification. The platform also facilitates the delivery of essential compliance documents like the Financial Services Guide (FSG) and Privacy Policy. Clients can review these documents and provide consents directly through the portal, enhancing compliance and ensuring transparency.

Security and Collaboration:

Security is a cornerstone of iFactFind, with robust measures in place to protect sensitive client data and ensure the confidentiality of all interactions. The portal’s collaborative environment allows for effective communication and shared decision-making between clients and advisers, further enhancing the Advisery experience.

iFactFind’s client-centric portal is more than a tool; it's a comprehensive solution that empowers clients and advisers with advanced capabilities to navigate the complexities of financial planning confidently and efficiently.