ifaDASH is a UK business performance and operational management tool for financial advisers, functioning as both a dashboard and workflow system. It offers a consolidated view of operations and KPIs by integrating firm data. This helps advisers streamline processes, enhance oversight, improve decision-making, and manage regulatory compliance effectively.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS: