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.

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