For Financial Advisors
Fact find with an app designed specifically for the financial advisory industry.
Enhance customer service with fast and secure client data capture. Securely store data, signatures, client notes and photos offline until you are ready to sync. Applied iFactFind™ allows you to download a client, create a new fact find or edit and add to existing client details (online and offline), carry out a fact find, capture risk responses, signatures and documents, and other data which can then be securely synced back to our servers in seconds. Integrated AML document capture allows for signing and certifying with secure, crisp digital signature capture.