Adviser testimonials

Don’t just take our word for it. ifaDASH is a tool built by IFAs for IFAs and is designed to support our users to provide them with better planning, monitoring, performance enhancing, efficiencies and exit planning usability. User feedback is vital to ifaDASH and we are always looking for ways to improve our services in order to keep ifaDASH simple, convenient and effective.

“We have found ifaDASH to be a game changer within our firm. Intelligent Office reporting is outdated and doesn’t give you the management information that you need, in an easy format to be able to keep on top of how the business is performing week to week. ifaDASH changes that, 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! The support is nothing short of amazing and we genuinely could not run the business without using ifaDASH moving forwards.”

“I was looking for a way to create a more efficient business model that I could monitor in ‘real time’ at the touch of a button whilst trying to juggle the everyday running of a client portfolio as well as a business. It was also important for me to be able to plan and forecast our business effectively with clear KPI measures across the industry standards that we and the regulator requires of a Senior Manager. ifaDASH provides our business with all of this and much more. I can even view today’s potential value and plan for a future valuation. I would highly recommend this service to any serious IFA firm that wants to be more effective and produce better results.”

“Just wanted to say a massive thank you for your support and turning on the Fee Analysis part of the system. To date we have found £6000 where the providers have not been paying us and its all down to have the information to be able to see this quickly and easily, well done.”