We are currently looking at developing an on-line fact find which can be integrated into your IFAPortal website, completed by your clients and then made available to you, the main reason for posting this article on the blog is to gauge your interest and whether it is something that you could use with your clients both old and new?

 

As you know at IFAPortals we are constantly looking at ways to improve our offering to you without cost but as this is such a large project if developed there may be a small charge to use it- I can assure you it would not be a lot and would be optional not obligatory.