From Compare Your Life — Perth, Australia

Interactive financial advice, compliance & efficiency — built in Perth, for Australian advice firms.

iFACE handles the work an advice business actually does — from the first client conversation through modelling, recommendations, and the ongoing compliance trail that ties it all together.

About Us

Built by Compare Your Life Pty Ltd.

An Australian financial services business, headquartered in Perth, Western Australia.

Compare Your Life Pty Ltd
Compare Your Life Pty Ltd ABN 55 604 987 420
Authorised Representative of
Core Financial Services Pty Ltd ABN 91 607 163 646
AFSL 480009

Compare Your Life Pty Ltd is an Australian financial services business based in Perth, Western Australia. We are an authorised representative of Core Financial Services Pty Ltd (AFSL 480009), a national licensee headquartered in Perth.

iFACE was built by Compare Your Life over many years — purpose-engineered software for Australian advice firms, doing the heavy lifting on comparison, compliance, modelling and reporting. Available to advice firms that want the same advantage.

"Simply better insurance solutions."

We make insurance transparent.
We explain the small print.

Comprehensive product information and expert knowledge are combined into a powerful, completely automated solution — a compliant process with minimum administrative input.

About iFACE

One integrated system for advice firms — front office, back office, and the client portal in between.

iFACE covers the things financial advice firms repeat every day: client records, fact finds, advice generation, investment and insurance recommendations, super, modelling, commissions, reporting — and the compliance trail that ties it all together.

Advisors work in the back office. Clients see a clean self-care portal. Behind both sits a shared, schema-separated data layer that makes audit, archive and privacy straightforward rather than an afterthought.

Key Features

Key features for everyday advice work.

Four things every iFACE installation does out of the box — and which most advice firms still spend hours on by hand.

Comparison across dozens of insurance products

iFACE compares life, TPD, trauma, income protection and business insurance products from major Australian providers, side-by-side. Features, conditions, exclusions and ratings are extracted from current PDSs and kept under version control.

Insurance · Compare · Research

Direct integration of Chant West & Zenith research and ratings

iFACE pulls research data and product ratings directly from Chant West and Zenith into the comparison engine. Fund ratings, super ratings, investment ratings — all current, all attached to the actual products the advisor is comparing. No manual lookup, no copy-paste from external research PDFs.

Chant West · Zenith · Ratings · Research

Integrated premium calculations

Live premium calculations across every product in the comparison set — no external tools, no re-keying. Pricing reflects the client's age, occupation, smoker status, sum insured and benefit structure in real time as the advisor models options.

Calculators · Insurance · Modelling

Profile-driven product selection

The client's fact find — occupation, health, dependants, existing cover, risk tolerance — feeds directly into product matching. iFACE surfaces a shortlist that actually fits the client, instead of dropping hundreds of generic options on the advisor's desk.

Fact · Questionnaire · Insurance
Security & Sovereignty

Australian-hosted. Personal data separated by design.

How iFACE handles client data, where it's hosted, and how it's protected.

Personal data held separately from account data

iFACE keeps client personal data in a separate, dedicated store from account and financial data. The two are joined only at the advisor's working session — and personal data can be archived or removed for a client without touching their account records.

Architecture · Privacy · By design

Hosted on Australian infrastructure

iFACE installations run on Australian cloud infrastructure. No overseas data routing, no offshore administration. Built and supported from Perth, Western Australia.

Australian · Local · End-to-end

Layered security architecture

Multi-level authentication, registered-device controls, encrypted offline archive on demand, and tokenisation of sensitive data fields where appropriate. A layered approach to protecting client information.

Encryption · Tokens · Authentication
Why iFACE

What makes iFACE different.

Five things most advice systems get wrong — amongst many others — and how iFACE handles them.

i.

Compliance designed into the data model

Standards, rules, versioning and audit trails are first-class citizens of the schema — not a reporting layer stapled on top. Cleaner audits, faster regulator responses, consistency across every office in a licensee group.

ii.

Real quantitative engines

The modelling and portfolio allocation tools actually solve — optimising allocations against fees, deviation and concentration constraints, not just totalling spreadsheet rows.

iii.

Purpose-built for Australian advice — not adapted from generic CRM

iFACE wasn't a generic CRM that bolted on insurance modules later. Every part — from the schema up — was designed around how an Australian advice firm actually operates: PDS-driven product data, ASIC-aware workflows, AFSL hierarchies, and Australian regulatory standards as first-class concepts.

iv.

One environment, advisor and client

The advisor back office and the client self-care portal share the same data layer. Questionnaires, fact finds and documents flow without re-keying or reconciliation.

v.

Modular — from solo advisor to multi-office licensee

Activate only the modules a firm needs. Hosting tiers run from shared, to VPS, to multi-server load-balanced production. Same codebase the whole way up.

Capabilities

What's inside iFACE.

Six capability areas — amongst others — that iFACE delivers for advice firms.

iFACE modular architecture — Stage with CRM, Media, Goal, Fact, Advice, Insurance, Super, Invest, Compare, Preference, Research and Shop modules
iFACE Stage — Modular Architecture
i.

Advice & CRM

Client records, identities, accounts, workflow, tasks, communication, advice generation and the document trail behind it.

ii.

Investments & Modelling

Portfolio construction, allocation engines, calculators and modelling — with research and ratings from Chant West and Zenith integrated directly into the comparison engine.

iii.

Insurance & Super

Product comparison, premium calculation, recommendations and commission tracking for risk and superannuation, with the same compliance fabric.

iv.

Client Self-care

Fact finds, goals, preferences, document delivery and chat — directly to the client, with results flowing back into the advisor view.

v.

Compliance, Audit & Reporting

Version control over standards, archive snapshots, QA rules, ticketing, reporting and the regulator-ready evidence trail.

vi.

Automated Commission System

Automated commission tracking, reconciliation and reporting for single advisors operating under their own AFSL, or for Corporate Authorised Representatives (CAR's) under a licensee. Insurance and investment commissions matched, split and reported on without manual spreadsheet work.

For Whom

Built for Australian advice firms.

For firms that take compliance and client outcomes seriously.

Financial Advisors

Spend less time stitching tools together. Run a client from first contact through to ongoing review in one environment.

Licensees

Push standards once, see them reflected across every office. Audit and version every change.

Clients

A clear, modern self-care portal — fact finds, goals, documents and conversation, in one place.

Like to learn more?

If you'd like to learn more about iFACE, or arrange a working demonstration in your firm, please contact our customer support manager. We'll be in touch within one business day.

Compare Your Life Pty Ltd 1300 001 088
admin@compareyourlife.com.au
PO Box 3050, Joondalup WA 6027
iFACE customer support