IFF
IFF, or Informed Financial Future, is a powerful software tool designed to enhance the capabilities of financial advisers. It seamlessly integrates with Xplan through Xeppo, streamlining the process of gathering client information and simplifying the generation of financial advice. What makes IFF particularly valuable is its library of prebuilt strategies, which allows advisers to access a wide range of client-centric solutions.
One of the notable features of IFF is its unique scoring system, which assists advisers in identifying strategies that best align with their clients' financial objectives. The software also offers instant modelling capabilities, providing a visual representation of how a chosen strategy will position the client in the future. This functionality empowers advisers to make well-informed decisions to help clients achieve their financial goals.