h3. | IFA Partner Services

This service focuses on the structure behind the business — defining how client data flows, how responsibilities are owned, and how regulatory processes operate in practice. We design end-to-end operating models covering client onboarding, CRM architecture, data governance, regulatory administration, and back-office workflows.

h3 acts as your partner; ensuring operations are clear, controlled, and audit-ready. The outcome is reduced operational risk, less founder dependency, and a business that can grow without increasing complexity.

h3. Data Services scope, plan, and execute specific pieces of work such as client and policy data migration, data cleansing and remediation, CRM population and re-architecture, client onboarding implementation, automated workflows, and back-office process setup.

Each project is delivered against an agreed specification, timeline, and outcome, operating within the h3-designed operating model.

This approach gives firms certainty on scope, cost, and delivery, while ensuring all work is compliant, consistent, and audit-ready, without adding pressure to leadership, internal teams or compromising governance.