Ifactfind.com.au

13/11/2022

iFactFind – Q4, 2022 Release
Hi folks, we’ve been very busy with development over the past few months, and it is due for release this week.
- We have reduced the number of ‘clicks to complete’ by almost 50%.
- You and your clients can now add documents in every pop-up box rather than only at the end.
- The expenses section now offers three options from the settings menu, so you can choose between a single annual expense, a summary of expense categories or the full expenses section – your choice.
- We have added a full insurance pre-assessment as an optional component of the personal insurance section.
- We now have a fully functioning client review workflow available
- You can now produce a professional and personal 3rd Party Authority in a few clicks for your client to wet- or e-sign.

https://mailchi.mp/b3ddb571071a/ifactfind_q4_2022_release

Hi folks, we’ve been very busy with development over the past few months, and it is due for release this week. We strongly recommend watching the short videos below to familiarise yourself with the enhancements. To summarise:

25/10/2022

Personalise each fact find to your client's needs.
We know that not every section of the Fact Find is needed for every client. You can configure iFactFind to match the scope of your advice and update at any time as your client's needs change.
By the way, you can template these configurations for common client types.


Lets us show you how is changing the face of .
https://calendly.com/ifactfind/iff-introsession?back=1

20/10/2022

iFactFind utilises 2-factor verification (2FV) and 2-factor authentication (2FA). All data is encrypted, and extra sensitive information such as TFNs, HINs, and SRNs are also PIN protected.

Lets us show you how is changing the face of .
https://lnkd.in/eehqDSMv

02/03/2022

Great comments from Bill Taylor - COO iFactFind

After years in hibernation, debate about the benefits and viability of robo-advice is set to resume, with Treasury’s Quality of Advice Review vowing to examine the role of digital solutions in imp

07/04/2021

Here's what we've been up to lately.

Our dashing new look (pt.1)This update kicks off the first of a series of design enhancements scheduled to roll out over 2021, all of which are aimed at making your experience SMOOTHER & more efficient.We all love efficiency improvements, so enlist your DO-IT-ALL (and ever growing) action button to....

22/02/2021

iFactFind transitions the data collection process from
“opt-in” – where the client chooses to complete the data –
to “opt-out” – where clients must actively decide to NOT answer, rather than leave blank.

15/02/2021

With Zoom becoming so mainstream throughout 2020, actual interaction is more virtual than ever.
In this environment, paper fact finds become obsolete 🤷

08/02/2021

For the first time you (the adviser) can monitor your clients completing their fact find in real time and step in to assist when they need it – all reflected in the audit logs of course.

01/02/2021

There’s a lot of talk about partnering with clients - but how do we do that?

Starting the relationship by working interactively with clients to establish the current situation and future goals is probably a good place to begin.
Handing over a static paper-based doc, not so much.

27/01/2021

Most people are disappointed when visiting a doctor if they don’t ask enough questions.
Why should Financial advice be any different?

Detailed data collection for Holistic advice is equivalent to comprehensive medical history taken by a doctor.

25/01/2021

As you move from static, paper fact finds, iFactFind allows you to continue to build your clients database as you build your relationship with them. Top it up bit-by-bit over weeks, months, and years.