iFactFind revolutionises the client onboarding experience in financial advising by seamlessly integrating a client-centric portal into its core design. This sophisticated platform was built from the ground up to enhance interactions between advisers and clients, ensuring that every feature supports efficient and engaging collaboration.

At the heart of iFactFind's innovation is the adviser dashboard, which enables real-time tracking of client progress. This feature allows advisers to provide immediate assistance, facilitating a smooth transition from prospect to ongoing client. The system is designed to be interactively used with modern communication tools like Zoom and Microsoft Teams, utilising screen-sharing to make the digital fact-finding process both efficient and collaborative.

The client portal within iFactFind enhances the user experience by offering clients a secure and intuitive interface where they can access their data, interact with advisers, and monitor their progress in the financial planning process. Live access for advisers to client-entered data through the dashboard means that advisers can efficiently manage the data collection process, establish a supportive relationship early on, and accurately plan for the production of Statements of Advice (SoA).

Moreover, any updates or data entered can be directly uploaded to the client’s digital file in real time, reducing paperwork and expediting the Advisery process. The portal also supports document uploads and electronic signatures, further reducing the need for physical meetings and streamlining the entire Advisery workflow.

iFactFind effectively reduces the cost and time associated with financial advice, enhances the overall client experience, and ensures data security and privacy. By embedding interactive and real-time features into its platform, iFactFind sets a new standard in financial Advisery services, making it a powerful tool for both advisers and their clients.