IFA Dataflow

IFA Dataflow is a UK-based provider of income reconciliation solutions for Wealth Management firms. We streamline the complex process of matching and reconciling provider commission statements, enabling advisors to focus on client service and strategic growth. With 20 years of experience, we leverage cutting-edge technology – including scanning, OCR, and data capture – to automate income reconciliation, reducing manual effort and improving accuracy. We process over 5 million transactions annually, supporting firms in reconciling up to £100 million in fee income yearly. Our services eliminate risk associated with manual data entry, increase efficiency, and provide scalable revenue support. We integrate seamlessly with leading back-office systems like Iress Xplan and Curo Time4Advice, delivering data in readily importable formats. IFA Dataflow empowers wealth management businesses to optimize their operations and achieve greater financial stability.