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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!