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Showing 1 - 4 of 4 results for "iFactFind"

iFactFind partners with global tech firm

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
iFactFind has partnered with a global financial advice technology provider, marking its fifth integration since launching in 2021. Voyant's financial advice platform AdviserGo has linked with iFactFind to help advisers minimise administrative tasks ...

Fintech predictions for 2023: Finura

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
... capability will be a substantial factor in software decisions." Finura listed specialty providers, such as Lumiant, iFactFind and Advice Revolution, as examples and said these firms are beginning to offer client portals. Next, it moved on to digital ...

New operations chief for advice tech start-up

CHLOE WALKER  |  FRIDAY, 4 FEB 2022
iFactFind has appointed Bill Taylor to the newly created position of chief operating officer. Taylor, who was previously business manager at Trapeze Group and led the Asia Pacific division of global event automation platform Certain, will spearhead ...

iFactFind launches

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... to provide a more dynamic financial advice process has launched. Developed by co-founders Paul Moran and Sahil Matta, iFactFind provides advisers a comprehensive, interactive digital fact-find. For prospective clients, iFactFind has a built-in financial ...
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