iFactFind
Client data collection and management.
Description
The new standard in client data collection and management.
The digital online fact find for financial advisers and their clients.
Pricing details here <Pricing>
Head here to check out the session recording from the Risk Support Showcase in November 2024!
Q&A
Contact information
Risk Hub Review
Risk Toolkit
- https://risktoolkit.com.au
- Modular fact find, needs analysis and pre-assessment tools for Australian risk advisers
Risk Companion
- https://riskcompanion.com.au
- Fact find through to Statement of Advice in one system, for Australian risk practices
Future2 Foundation
- https://future2foundation.org.au/
- Building Stronger Financial Futures
