iFactFind
iFactFind is a Melbourne-based, AWS-hosted SaaS platform that digitises client fact-finding, onboarding, document management, and e-signature workflows for financial advisers and planning practices in Australia, Ireland, and other international markets.
- Company typePrivate
- Founded2017
- HeadquartersMelbourne, Australia
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What iFactFind does
iFactFind is an Australian SaaS company, founded in 2017 and headquartered in Melbourne, that builds a cloud-based digital fact-finding platform for financial advisers and financial planning practices. The product replaces paper-based client onboarding with an interactive online Fact Find, functioning as a Single Source of Truth for client data and combining modules for client goals, scope of advice, risk profiling, pre-meeting questionnaires, personalised fact-find configuration, client review workflows, secure document vault, document generation, electronic signatures, and a client portal. The platform is hosted on AWS in Australia (with Amazon S3 for document storage), applies AES-256 encryption, multi-factor authentication, and claims 99.999% uptime with disaster recovery under one minute; it carries ISO/IEC 27001:2022, SOC 2 Type II, and GDPR Type 2 certifications and is aligned to the FASEA Code of Ethics.
The platform's commercial model is a subscription, quote-based product sold direct to financial advisers and planning practices, with a 21-day free trial offering full production access and unlimited team seats. It delivers bi-directional, real-time integrations with five core financial planning platforms — Xplan, Voyant, Fin365, Navexa, and Worksorted — plus scheduling tools (Calendly, Microsoft Bookings, Google Calendar), positioning the product as middleware within advisers' existing software stacks. Operations span Australia, Ireland, and selected international markets; the company is privately held with 1-10 employees and has no disclosed funding rounds, consistent with a bootstrapped, founder-led operating profile. Leadership comprises CEO Paul Moran and CTO Sahil Matta, and customers are predominantly SMB and mid-market financial planning practices.
iFactFind firmographics
Firmographics- Name
- iFactFind
- Legal name
- iFactFind
- Website
- https://ifactfind.com.au
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- iFactFind is a Melbourne-based, AWS-hosted SaaS platform that digitises client fact-finding, onboarding, document management, and e-signature workflows for financial advisers and planning practices in Australia, Ireland, and other international markets.
- Ownership category
- akta.pro rank
iFactFind industry classification
Industry- Product category
- Financial Planning Client Onboarding Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- SME Credit Risk, Underwriting & Financial Data (B2B Fintech Data/Decisioning) (FSAGAJAM)
- akta.pro secondary industry
- Risk, Compliance & Controls for Embedded Finance (KYB/KYC/AML, Fraud, Disputes) (FSAGALAK)
Keywords
Where iFactFind is headquartered
LocationHeadquarters
- HQ city
- Melbourne
- HQ country
- Australia
- HQ region
- Oceania
Offices2 records
Markets served
iFactFind business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- Subscription Platform Access: iFactFind operates on a subscription model providing access to its digital fact-finding platform for financial advisers. The platform includes client portal, document vault, eSign, document generation, review workflow, and integration capabilities. A free 21-day trial with full access is offered for prospect evaluation. Pricing appears to be quote-based for enterprise deployments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Free 21-Day Trial |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
iFactFind product offering
Product offeringCore offering
iFactFind provides a cloud-based digital fact-finding SaaS platform that enables financial advisers and financial planning practices to collect, manage, and collaborate on client financial data through an interactive online portal. The platform replaces paper-based fact-finding with a Single Source of Truth (SSOT) covering client onboarding, scope of advice, risk profiling, goals setting, document management, e-signatures, and scheduled reviews, with bi-directional integrations to leading financial planning tools.
Product overview
iFactFind is a unified digital platform for financial advisers providing comprehensive client data collection through the online Fact Find process. The core platform is supplemented by modular components including Client Goals, Scope of Advice, Risk Profile, and Pre-Meeting Questionnaire for structured data gathering. Additional modules include Client Review Workflow, Secure Document Vault, Document Generation, eSign, and Client Portal for end-to-end advisory workflow management. The platform operates as a Single Source of Truth (SSOT) with bi-directional integrations to Xplan, Voyant, Fin365, Navexa, and Worksorted, plus scheduling integrations with Calendly, Microsoft Bookings, and Google Calendar. A planned AI-assisted Statement of Advice Generator will add generative AI capabilities for document automation.
Differentiator
Problem solved
Functional benefit
Products and services
- iFactFind Digital Fact Find Platform Cloud-based SaaS platform for financial advisers and financial planning practices that provides online fact-finding, client onboarding, scope of advice, risk profiling, goals setting, document management, e-signature, and recurring client reviews. Functions as a Single Source of Truth for client financial data, with real-time bi-directional integrations to Xplan, Voyant, Fin365, Navexa, and Worksorted, and is sold via subscription to advisers across Australia, Ireland, and international markets.
Quantifiable outcome
- Eliminates paper-based fact-finding completely - 'There is not a piece of paper in sight'
- +2 more outcomes
Companies that use iFactFind
Customer profileNamed customers11 records
Segments2 records
Ideal customer profiles1 record
iFactFind technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability2 records
Feature9 records
iFactFind partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core.
- XplancoreBi-directional integration synchronising client information and financial data between iFactFind and Xplan. Customisable workflow with tailored field mapping for each Xplan site. Major licensee Xplan sites already benefiting from custom mapping. Dynamic exchange keeps both platforms consistently up to date.
- VoyantcoreSeamless transition of client data from iFactFind's robust data collection to Voyant's sophisticated financial modelling tools. Data collected via pre-meeting 'mini-iFactFind' can be directly imported into Voyant with one click. Real-time updates during client meetings. 2-way sync enabled during trials.
- WorksortedcoreStreamlines CRM and practice management through seamless data flow. Worksorted integration listed as one of five key integration partners enhancing iFactFind's functionality and scope.
- Fin365coreBuilt on Microsoft Dynamics platform, Fin365 is a CRM designed for financial services. Real-time bi-directional data exchange ensures changes in iFactFind are immediately reflected in Fin365 and vice versa. Recommended workflow includes lead capture, prospect conversion, and two-way sync.
- NavexacorePortfolio tracking and analytics platform integration for advisers managing clients with individual shareholdings. Navexa receives comprehensive data from iFactFind to track stock performance and provide detailed tax and performance reports. Consolidates client financial data in one unified interface.
- Amazon Web Services (AWS)coreData hosted securely in Australia by AWS with facilities in New South Wales. Document Vault hosted on Amazon S3 buckets. Data backed up three times daily with 99.999% uptime guarantee. Disaster recovery with recovery time under one minute.
- Amazon S3coreSecure Document Vault hosted on Amazon S3 buckets, ensuring all client documents are stored securely in compliance with Australian regulations. Robust defense against unauthorized access.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
iFactFind competitors and assessment
Company assessmentDirect peers
- RightCapital: US-based SaaS financial planning platform with client-facing portal, fact-finding, and goal-tracking functionality — directly comparable product offering to iFactFind for holistic advisers, albeit serving the US market.
- Midwinter Financial Services: Australian financial planning software suite offering paraplanning, fact-find, and SOA generation for advice practices. Closest in-market direct competitor to iFactFind in the AU adviser segment.
- Advice Ignite: Australian advice practice management platform with client onboarding, fact-find, and workflow tooling. Targets a similar boutique-to-mid-market adviser segment as iFactFind.
- AdviserLogic: Australian advice software platform offering SOA production, fact-find, and compliance documentation. Competes head-to-head with iFactFind for AU financial advisers.
- MoneyGuide: US-based financial planning software with client-facing fact-find and goal-setting experience, used by advisers for holistic planning. Comparable product category and target user.
- Practifi: Practice management CRM and workflow platform built specifically for financial advisers. Comparable in target buyer (advice practices) and workflow focus, though lighter on fact-find depth.
Broad incumbents
- eMoney Advisor: Fidelity-owned comprehensive financial planning platform with client portal, fact-finding, and goal tracking. A larger incumbent in the same category as iFactFind with significantly broader functionality.
- IRESS (Xplan): Xplan is a major Australian advice platform that is both an integration partner and a broader incumbent suite including its own fact-finding and SOA functionality. Strategic overlap with iFactFind.
Emerging players
- AdvicePay: Fee-billing and client engagement platform for US advisers that has expanded into light client onboarding workflows. Adjacent offering with partial overlap in the adviser workflow stack.
- Riskalyze: Risk tolerance profiling tool embedded into adviser workflows. Comparable in the risk-profile feature area that iFactFind offers, though narrower in scope.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
iFactFind social profiles
Digital presenceiFactFind compliance and trust
Trust signalCompliance3 records
iFactFind financial estimates
Financial estimateRevenue estimate
Valuation estimate
iFactFind leadership team
Management profileNumber of profiles
Profiles2 records
iFactFind funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
iFactFind M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about iFactFind
What does iFactFind do?
iFactFind provides a cloud-based digital fact-finding SaaS platform that enables financial advisers and financial planning practices to collect, manage, and collaborate on client financial data through an interactive online portal. The platform replaces paper-based fact-finding with a Single Source of Truth (SSOT) covering client onboarding, scope of advice, risk profiling, goals setting, document management, e-signatures, and scheduled reviews, with bi-directional integrations to leading financial planning tools.
Is iFactFind a public or private company?
iFactFind is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was iFactFind founded?
iFactFind was founded in 2017. It employs 1 to 10 people.
Where is iFactFind based?
iFactFind is headquartered in Melbourne, Australia, in the Oceania region.
How does iFactFind make money?
One revenue line is on record: subscription Platform Access.
Who are iFactFind's main competitors?
Direct peers on record are RightCapital, Midwinter Financial Services, Advice Ignite, AdviserLogic, MoneyGuide and Practifi. Broad incumbents are eMoney Advisor and IRESS (Xplan). Emerging players are AdvicePay and Riskalyze.
Does iFactFind have an API?
No public API is recorded for iFactFind.
What industry is iFactFind in?
iFactFind's product category is Financial Planning Client Onboarding Software. Its primary akta.pro industry code is FSAGAJAM, SME Credit Risk, Underwriting & Financial Data (B2B Fintech Data/Decisioning), with a secondary code of FSAGALAK, Risk, Compliance & Controls for Embedded Finance (KYB/KYC/AML, Fraud, Disputes). Its NAICS code is 51821 and its SIC code is 7370.