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Software for IFA's

Getting started with My Factfind couldn’t be easier or simpler. Right now, you can benefit from our start-up offer, and possibly make a little bit of history, just sign up now. We are also offering some special early adopter pricing plans, plus you can also apply for a voucher code to try our system for free!

My Factfind has been designed to help you get to know your clients, their circumstances, and requirements. This means you can offer advice ideally suited to their needs. We’ve been through these forms ourselves with hundreds of clients, so we know they work.

The factfind tool, that is completed by your clients is the core application in the My Factfind platform. Containing 24 main sections, with detailed questions in each, this tool allows clients to record and update all their personal and financial information. (Note: We have called the factfind tool “My Data” – this becomes visible after you have added your first client).

Using the “My Data” tool your clients can:

  • Provide detailed and accurate information about all personal and financial areas
  • Update this information at anytime, producing up to the minute factfind printouts
  • Provide bespoke notes for their adviser
  • Download and print a branded PDF of all their data
  • Download and print a paper copy containing just the questions
  • Produce factfinds for other members of their family with their own “My Data” area

Our dedicated My Factfind platform allows your clients to securely upload details about their financial circumstances and financial provisions. This allows you to build detailed financial models to support and enhance their financial planning strategy.

Visit: https://www.factfind.me.uk to find out more

Software for Health

Using the Health Information and Monitoring System (HIMS), practitioners and researchers can quickly distribute web-based medical content and conduct interactive health monitoring on-line.

HIMS is a live showcase system designed to manage web based medical interventions for chronic diseases. Quite simply, HIMS has been designed to help patients with chronic disease as well as promoting HIMS.

Interested in using Web Based Medical Intervention Solutions?

Patient self-management has increasingly become recognised as an important strategy with which to improve quality of care. The HIMS framework can be adapted to support most medical projects or clinical research requirements. By using the HIMS framework, practitioners and researchers can quickly assemble and distribute web-based content and conduct interactive health monitoring on-line.

HIMS is a live showcase system designed to manage web based medical interventions for chronic diseases.

Visit http://health.evolvingpeople.ltd.uk to find out more!

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