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The financial planning software shown in this section is a third-party platform licensed by IFA to assist our clients in managing their financial plans. These videos are intended solely for IFA clients to illustrate how IFA incorporates this software into its advisory process and are not instructional materials for general use or any other purpose.
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TermsDisclosuresIndex DescriptionsForm CRS The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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