In the modern world, technology has provided a great deal of value to a financial services business when supporting the client journey, but what about the business itself?

ifaDASH provides the much-needed all-in-one solution, linking all components of a financial services business, to help you monitor, control, and grow your business. Designed and built by IFAs, ifaDASH provides a hybrid solution allowing you to simply input, connect and/or import key data through each department to provide the ultimate business monitoring and data driven solution.

ifaDASH has a proven track record in driving efficiencies, aiding growth, and enhancing profitability all designed with minimal user input to create and highlight exception areas and provide macro/micro management information (MI) to deliver maximum output. In addition to this and, to support the end of the journey, ifaDASH even provides the business owner(s) with a unique exit valuation planning calculator along with scenario driven options to help you plan for a comfortable retirement.

So let the market-leading software provider help you effortlessly understand, plan and power the journey of your financial services business so you can continue to focus on good client outcomes.