In today's fast-paced financial Advisery landscape, the integration of digital tools is essential for providing efficient and effective client services. iFactFind stands out as a robust platform designed to streamline the management of client data through seamless integration with several leading financial management tools.

iFactFind is fully integrated with prominent industry software such as Xplan, Voyant, Worksorted, Fin365, and Navexa. This connectivity ensures that financial advisers can leverage the best features of each platform, enhancing their ability to deliver personalised, accurate, and timely financial advice.

Xplan Integration:

Xplan, known for its comprehensive financial planning capabilities, works in tandem with iFactFind to facilitate a smoother workflow for financial advisers. This integration allows for the automatic transfer of client data into Xplan, enabling advisers to create detailed financial plans and reports without redundant data entry. This not only saves time but also reduces the potential for errors, ensuring that client information is always up-to-date and correctly reflected in their financial plans. Learn more

Voyant Integration:

For advisers focusing on cash flow modeling and long-term financial forecasting, iFactFind’s integration with Voyant is invaluable. It ensures that all client financial data captured through iFactFind can be directly utilised in Voyant, allowing advisers to simulate various financial scenarios and plan more effectively for their clients’ futures. Learn more

Worksorted Integration:

Worksorted, as a CRM and practice management solution, synchronises effortlessly with iFactFind, streamlining client management and communications. This integration helps advisers keep track of client interactions, manage tasks, and maintain timelines, all from a single interface, thereby enhancing operational efficiency and client service quality. Learn more

Fin365 Integration:

Fin365, which provides powerful business intelligence and CRM capabilities, connects with iFactFind to enhance client relationship management. By integrating these platforms, advisers can access a 360-degree view of client data, track interactions, and analyse client information to tailor their services to meet individual client needs better. Learn more

Navexa Integration:

For those advisers who need precise portfolio tracking and performance analytics, integrating iFactFind with Navexa provides a significant advantage. This integration allows client portfolio data from iFactFind to feed directly into Navexa, enabling real-time tracking of investments and performance analytics. Advisers can offer up-to-date, data-driven advice to their clients, enhancing decision-making and client satisfaction. Learn more

Beyond these specific integrations, iFactFind is designed to be a dynamic and adaptable tool. Its architecture supports easy integration with other financial planning and management software, ensuring that financial advisers can stay at the cutting edge of technology and service provision. The ability to sync with various tools means that iFactFind can serve as the central hub for all client data, simplifying the process of data management and reducing the workload on advisers.

The integration capabilities of iFactFind significantly contribute to its utility as a financial planning tool. By automating data flow between different systems, iFactFind helps advisers reduce administrative overhead, minimise errors, and improve overall efficiency. More importantly, these integrations ensure that advisers can provide a more cohesive and comprehensive service experience to their clients, backed by accurate and actionable financial data.