iFactFind
Financial Software · Australia · 1-10 Employees
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Overview
Headquarters
767a Nicholson St, Carlton North, Victor...Website
www.ifactfind.com.auRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About iFactFind
iFactFind offers a digital online platform designed specifically for financial advisers and their clients, enhancing the client onboarding experience through a secure, client-centric portal. The platform streamlines data collection, compliance, and collaboration, ensuring that financial planners can efficiently manage client information while maintaining high security standards. With features like a Pre-Meeting Questionnaire, Document Vault, and eSign functionality, iFactFind aims to improve the overall client experience and reduce advisory costs. The company targets financial advisers seeking to elevate their practice with advanced integrations and comprehensive data management tools.Explore more
iFactFind Org Chart
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iFactFind offers a digital online platform designed specifically for financial advisers and their clients, enhancing the client onboarding experience through a secure, client-centric portal. The platform streamlines data collection, compliance, and collaboration, ensuring that financial planners can efficiently manage client information while maint... Read More
