iFactFind: Features You Need to Know

iFactFind: Features You Need to Know

1. How much is the subscription for iFactFind? Is there a special pricing/discount if I switch to iFactFind?

You can follow this link to check their pricing: https://ifactfind.com.au/pricing.html

But as part of this transition, iFactFind offers 2 months of free access. This special discount is available exclusively to clients who sign up for Annual Subscriptions, whether paid monthly or annually:

-For clients on monthly payment plans, the 2nd and 3rd months will be at no cost.
-For clients on annual payment plans, we’ll add 2 extra months to their subscription.

For each registered adviser, a complimentary access for three support staff members is offered.
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2. How can I contact iFactFind? Is there a link where I can book a demo with them?

Book a demo with iFactFind team using this link: https://au.ifactfind.io/booking.html. You can follow this link to check their pricing: https://ifactfind.com.au/pricing.html

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3. What features are available in iFactFind?

Some of the most important features of iFactFind are:

a. Document Vault: the document vault offers unlimited storage for various file types (e.g., PDF, DOC, CSV, MP4) with a maximum file size of 12MB.

b. Digital Consent and Signatures: iFactFind utilizes Docusign for digital signatures. it also supports digital client consent.

c. Customizable Client Portal: customize the client portal's color palette and logo to match your brand.

d. Customizable Fact Find Templates and Fact Find Sections: create custom Fact Find templates with custom messages. You can also customize Fact Find sections for clients in iFactFind.

e. Risk Profiling and Investment Preference Questionnaires: iFactFind provides built-in questionnaires. You can also submit your own licensee's questionnaire for integration (additional charges may apply).

f. Client Report Generation: Generate client reports in PDF, .doc, and .csv formats. It also offers a change report that logs all adviser and client actions within iFactFind. It has an audit log feature to identify if the change was done by the adviser or the client.
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4. What integrations are available in iFactFind?

iFactFind integrates with Xplan, Fin365, Work Sorted, Zapier, Calendly, Microsoft 365, Google, and Amazon Web Services. Integrations with Midwinter and AdviserLogic are planned for 2025.



5. Where are iFactFind's servers located? Does it offer multi-factor authentication (MFA)?

iFactFind utilizes Amazon SES servers located in Australia. Their adviser and client portals also has MFA features for added security.