If you are an IFA, this could change the way you work
Getting started with My Factfind couldn’t be easier or simpler. Right now, you can benefit from our start-up offer, and possibly make a little bit of history, just sign up now. We are also offering some special early adopter pricing plans, plus you can also apply for a voucher code to try our system for free!
If you have any pre-sales questions or you want to contact us about My Factfind, please use our contact form. Our response times vary according to the nature of your enquiry, however we aim to respond within at least 24 hours.
Technical Support is available by contacting email@example.com.
If you are an existing My Factfind customer, you can also register for FREE on our Support Ticket system.
Build your own ATR forms ...
Packed with features, to help you document and demonstrate suitability, throughout the advice process, our ATRQ is designed to make sure your clients fully understand the risks involved with investing, and are comfortable with the agreed level of risk.
Build your own FactFind forms ...
With multiple question types including text, numeric, drop-downs, multiple choice, file upload areas, spam protection and much more, it’s easy to create powerful data capture forms using the My FactFind Creator drag and drop interface.