iFactFind's interactive platform meticulously addresses the assessment of risk profiles, enabling clients to complete the process either individually or jointly, and even extending it to entities. This flexible approach ensures that every relevant financial perspective is considered, enhancing the accuracy and personal relevance of the financial advice provided.

The system incorporates a detailed risk profile questionnaire that delves into situational risk factors, such as a client’s relative wealth, sources of wealth, and life stage. This comprehensive questioning helps in accurately capturing a client’s risk profile, which is crucial for tailored financial planning and adherence to compliance standards.

Advisers are given the flexibility to adjust the automatically generated risk profile outcomes based on in-depth discussions with their clients. This capability allows for the personalisation of the risk assessment process, ensuring that the final risk profile genuinely reflects the client's comfort and financial objectives. If changes are made, advisers can document detailed reasons for these adjustments, maintaining transparency and compliance.

iFactFind also integrates custom solutions for risk profiling. Questions, answers, and scoring parameters can be specifically tailored by our team to fit the adviser’s requirements. Each risk profile is extensively described, complete with asset allocations and illustrative graphs, providing a comprehensive and understandable overview for clients. This customisation has been widely adopted by major licenses, further validating its effectiveness and compliance.

iFactFind also supports integration with third-party tools like Finametrica. Though not fully automated, this feature allows for the manual transfer of data from iFactFind into Finametrica to leverage sophisticated analytics for updating risk profiles. These updated profiles must be manually re-entered into iFactFind to complete the workflow.

For client convenience, a standalone document can be generated for clients to e-sign using our advanced e-signature tool, streamlining the documentation process.

iFactFind also includes customisable Portfolio Preferences questionnaire, further enhancing its ability to meet diverse Advisery needs. This feature can be tailored to align with specific client preferences, ensuring a fully personalised Advisery experience. This level of customisation and integration ensures that iFactFind not only streamlines risk profiling but also enhances the overall quality and compliance of financial advice.