Integrations are fundamental to the effectiveness of iFactFind, which is meticulously designed with a centralised data methodology to optimise the advisory process. By functioning as a Single Source of Truth (SSOT), iFactFind ensures that data captured is consistently accurate and up-to-date across all integrated systems. This method allows for data to flow seamlessly from the initial pre-meeting stage right through to the completion of the fact find, streamlining the process and significantly reducing the time spent on data handling.

The core advantage of iFactFind’s integrations is the ability to maintain a unified dataset that updates in real-time, ensuring that every piece of client data is synchronised across various platforms without the need for multiple entries. This not only minimises errors but also enhances the efficiency of financial advisory services, allowing advisers to focus more on client interaction and less on administrative tasks.

Currently, in Ireland, iFactFind is fully integrated with Voyant, a leader in cash flow modelling and long-term financial forecasting. Plans to expand integrations to include other prominent CRM and financial management tools are on the radar.

Through these strategic partnerships, iFactFind empowers advisers to deliver superior service and advice, tailored to the specific needs of their clients.