At iFactFind, we understand that holistic financial planners are far from being robo-advisers. They require detailed, accurate, and comprehensive data to guide their clients toward the right financial decisions. Our digital, online platform is tailored specifically for the nuanced needs of these professionals.

Holistic financial planning extends beyond simple number-crunching. It involves a careful examination of various factors including tax implications, timing, actual investments, and clearly defined client goals. Advisers must then support their recommendations with concrete evidence, ensuring that each suggestion is both appropriate and justified. This is where iFactFind excels—by providing a sophisticated yet user-friendly tool that captures the depth and breadth of financial data needed to make informed decisions.

Our platform is designed to streamline the data collection process, minimising the duplication of information. With iFactFind, data is collected just once and then serves as a single source of truth (SSOT). This practice not only ensures accuracy and consistency but also saves time and reduces the potential for errors. By structuring information models and associated schemata in this way, every data element is stored precisely once, simplifying the complex data landscape for financial advisers.

iFactFind is more than just a tool; it's a solution that respects the intricacies of holistic financial planning. It empowers advisers to gather thorough and reliable data, enabling them to craft strategies that are truly tailored to the individual needs of each client. Embrace the future of financial planning with iFactFind, where technology meets expertise to help you serve your clients better.