The operating system for modern financial consultants

Manage client relationships, run CPF and FIRE analysis, and deliver polished reports from one secure workspace.

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Advisory workflows,
Built for Real Client Conversations.

One integrated workspace for onboarding, client profiles, CPF scenarios, FIRE planning, and report generation.

Client CRM Hub

Track client profiles, meeting notes, and follow-up actions from one advisor dashboard.

Follow-up Completion

87.2% 9%

CPF Calculator Suite

Run retirement, housing, healthcare, and contribution scenarios with clear CPF assumptions.

Scenario Build Time 3m 12s

Report Readiness 96.8%

Advisors active

FIRE Analysis

Model protection gaps and financial roadmaps with event-based planning inputs.

Roadmap Coverage

74%

Report Builder

Compile selected analyses into structured client reports and export polished PDFs.

Select CPF Tools

Build Draft

Generate PDF

Why advisors
run daily work on iffinity.

Replace fragmented tools with one platform built for onboarding, planning, and client report delivery.

Guided profile and CRM workflow

Set up profiles, track meetings, and manage follow-up actions in one flow.

CPF calculator suite

Run calculators for retirement, housing, healthcare, and contribution scenarios.

Cashflow analysis and reporting

Build event-based protection roadmaps and generate client-ready summaries.

Client Session

Live dashboard snapshot

Active

Ready to run your advisory practice on iffinity?

Join advisory teams using iffinity to handle onboarding, planning tools, and reports in one secure platform.

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