In the dynamic world of financial advisory, the integration of digital tools is crucial for delivering efficient and effective client services. 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.

Voyant Integration:

For advisers focusing on cash flow modelling and long-term financial forecasting, iFactFind’s integration with Voyant is invaluable. It ensures that all client financial data captured through iFactFind can be directly utilised in Voyant, allowing advisers to simulate various financial scenarios and plan more effectively for their clients’ futures.

Looking ahead, iFactFind’s flexible architecture is designed to support easy integration with a wide range of financial planning and management software. This adaptability ensures that financial advisers in Ireland can stay at the forefront of technology and service provision, making iFactFind a central hub for all client data management. This not only simplifies the process of data management but also enhances the overall service experience offered to clients, backed by accurate and actionable financial data. As integrations expand, iFactFind will continue to transform financial advisory services by reducing administrative burdens, minimising errors, and improving overall client satisfaction and engagement. Learn more