Company Information

Get to know IFA Dataflow

IFA Dataflow is a specialized data management service designed for the UK's Independent Financial Adviser (IFA) community. Its primary function is to automate the collection and aggregation of client investment, pension, and insurance data from hundreds of different platforms, providers, and fund managers. This streamlines the process of portfolio valuation, client reporting, and administrative tasks for financial advice firms. Originally part of Iress, the IFA Dataflow business was acquired by the global fund data and technology company FE fundinfo in 2022 to enhance its data service offerings for the UK wealth management sector.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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IFA Dataflow

United Kingdom

Founded in

2003 (23 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.