Designed by IFAs for IFAs
Use our flagship dashboard to input and monitor real-time targets and forecasts.
Watch your business progress at the touch of a button with the ability to drilldown to micro detail in just a single click.
Track and report valuable industry KPIs that your IFAs want to see. Useful for 1-2-1 personal development.
Track CPD and training
Monitor CPD and training records in one place. By pulling data from various 3rd party sources you can monitor and define each IFA’s training needs.
Training & Competence (T&C)
T&C supervisors can view data including SPS renewal dates, grading and various other information direct from the dashboard
Monitor file checks and remedial action including reports at the touch of a button.
Process new business instructions direct from the dashboard and monitor the efficiency in timeline delivery.
Know where and when your new business is at all times. Our pipeline not only allows for internal processing, but also monitors through to payment.
Performance & bonus
Set performance and bonus targets tailored to your business through the dashboard. Monitor expected bonus payments for cash-flow forecasting and get real-time notifications when bonus targets are achieved.
Track your business daily, weekly, monthly, quarterly and YTD through our unique MI tracking dashboard functionality. Also compare year on year results for business growth and future planning.
Business valuation calculator
Every business needs an exit strategy. Use our expertly designed business valuation calculator to not only understand your business value in the current market, but also forecast a shortfall for future desired valuations in 2 simple steps.
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.