The integration of iFactFind with Navexa marks a significant enhancement in financial Advisery tools, especially for advisers managing clients with individual shareholdings outside of traditional platforms. Navexa, a robust portfolio tracking and analytics platform, is particularly tailored to manage diverse investment portfolios, including individual stock holdings that clients might manage independently.

With this integration, iFactFind leverages its comprehensive data collection capabilities to feed into Navexa’s sophisticated system, which specialises in tracking stock performance and providing detailed tax and performance reports. This synergy allows financial advisers to gain a holistic view of their clients' investments, not just those on major platforms but also individual stocks that require closer monitoring and management.

The benefit of this integration extends beyond simple data tracking. It streamlines the entire investment management process by consolidating client financial data in one place. This means that advisers can access up-to-date information about every asset within a client's portfolio, from stocks to bonds to other financial instruments, all through a unified interface. This comprehensive visibility is crucial for effective portfolio management and strategic decision-making.

Moreover, Navexa offers tools that analyse performance metrics and generate tax implications, enabling advisers to provide personalised advice that aligns with each client's financial goals and tax situations. This not only enhances the adviser's ability to offer tailored strategies but also significantly improves the client experience by providing clear, understandable insights into how individual investments are performing and how they fit into the broader financial plan.

Overall, the iFactFind and Navexa integration transforms how advisers manage client portfolios with individual shareholdings, offering a more streamlined, efficient, and insightful Advisery process. This tool is indispensable for advisers seeking to optimise their service offering and enhance their capacity to manage complex portfolios effectively.