The genesis of iFactFind™ was the collaboration between our founders—a financial planning veteran, Paul Moran with over 30 years of experience and a seasoned database architect, Sahil Matta with 25 years in the field. Together, they developed a system designed to revolutionise the way financial planners’ access and utilise client information, enhancing the planning process with precision and insight.
Client Services
Client Services
Client Services
Finance Manager