Build a Personal Balance SheetIn Minutes

Save hours of admin with IFAgent — the intuitive AI platform that helps Independent Financial Advisers extract, edit, and manage client financial data effortlessly.

Drag & Drop documents

→ Extracts key data from transcripts and emails
→ Review & edit instantly
→ Generate plans & reports

Automated Client Follow-Ups

Missing information? IFAgent can contact your client directly, collect responses, and update their balance sheet automatically.

Financial Planning

IFAgent generates financial plans which you can edit and share with clients.

Ready to simplify client onboarding?

Start building complete, accurate Personal Balance Sheets in minutes — not hours. With IFAgent, you can spend less time gathering data and more time giving great advice.