Software for holistic, goals-based FinancialAdvisers and Planners who want to capture and manage detailed client data, including comprehensive multi-time period goals, that can be exported to your financial planning software...but you keep the data!
| Website | https://www.ifactfind.com.au |
| Employees | 9 (4 on RocketReach) |
| Founded | 2017 |
| Address | 767A Nicholson Street, Carlton North, Victoria 3054, AU |
| Technologies |
JavaScript
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HTML
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Google Analytics
+21 more
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| Industry | Financial Services |
| Keywords | Financial Planning Software, Client Data Management, Financial Advisor Software, Wealth Management Software, Holistic Financial Planning, Financial Planning Tools, Financial Planning Solutions, Comprehensive Financial Planning, Financial Planning Technology, Advisor Technology, Practice Management Software, Client Portal Software, Financial Planning Automation, Goal Setting Software, Data Management Tools |
Looking for a particular iFactFind employee's phone or email?
Sahil Matta is the CTO (Co-Founder) of iFactFind.
4 people are employed at iFactFind.
iFactFind is based in Carlton North, Victoria.