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.

Founded in

United Kingdom