Link all components of your FS business

With the advent of MIFID II, GDPR and RDR, financial advisory businesses are under more pressure to run a profitable business. Most are reliant on back office systems to not only provide effective management information (MI) but also to help plan and target performance and profitability.

The rapidly changing regulatory landscape, evolving customer service expectations and increased competition means that your technology needs to be much more than a CRM tool. It needs to be part of your business’s fabric, helping you to stay focused on performance and profitability without increasing your workload and costs.

Optimise operational efficiency

Reduce costs, boost profits and liberate your people to spend more time on the things that matter. Automate your business MI and effectively target and track your performance with ifaDASH’s powerful and easy to use dashboard.

Actionable business intelligence

Get a 360 view of your most important information on demand, updated and available from any device, using powerful tools designed to analyse data and share actionable insights.

Plan your exit strategy

With our unique business valuation & forecasting calculator, you can now understand the best way IFA businesses are valued, and apply this methodology to your own business in 2-simple steps, including future forecasting.

Try it for yourself

We understand that sometimes you need to see it to believe it. That’s why we offer a FREE 7-day preview so you can experience ifaDASH hands-on.