iFactFind™ was born from the frustration felt by holistic financial planners in not having a comprehensive and analysable database for client information. Not just marketing information, but detailed financial information, including financial and life goals.
The founders, a 25-year financial planning veteran and a database architect, came together to solve this problem.
Holistic financial planners need real, detailed, and accurate data about their clients to be able to help them make the right decisions. iFactFind know that this information is a lot more thorough than the simple solutions currently being promoted as simple or robo-financial advice.