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IFA Dataflow handles millions of income fee transactions per year for many of the largest Wealth Management firms in the UK. Our clients send us dozens of Excel files every working day.  These files come from providers with fee data for our wealth manager customers. Our task is to import that data into our client’s … Read more

One of our most frequently asked questions is how accurate are Optical Character Recognition (OCR) systems. The answer is extremely accurate, but only if the source document is of good quality and is scanned correctly. When form-handling OCR systems are set up, considerable help is given to the OCR engine by the software. For example, … Read more