A Fintech company providing software as a service (SaaS)
Simply… ifaDASH
connection to your data sources, together with our own processing system, ifaDASH uniquely provides
Live Reg Tech
A live system that tracks your reg obligations as you run your business and provides you with a “in time” position, as well as a full audit trail with evidencing MI to give you peace of mind.
Live Business Tech
A live system that simply processes and reports on the whole of your business by source, showing you the performance, resource allocation and opportunities present to maximise and manage your outcomes.
How ifaDASH integrates with your advice process
Manage your financial advisory business through one platform
enhance profitability
monitor live business performances
control productivity
manage new business processes
connect all departments
plan your future exit
Realtime business monitoring, forecasting & planning for financial advisory businesses
“…in our first week of using the software we found an unpaid fee of £4700 which more than paid for the first year’s subscription alone!“