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Client database software
for financial advisors
witsIFA is a powerful and
straightforward online software package developed to help IFAs and
other financial advisers to administer their business and manage
their client data.
witsIFA
is an IFA software package that
will save you time allowing you to concentrate on helping your clients
and generating revenue.
Why not watch a demo to see the benefits for
yourself? Click here to watch demo.
witsIFA
allows
you to effortlessly:
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Keep a record of your client details.
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Record and manage all products sold.
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Produce company accounts and manage banking.
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Extract information required for REMAR &
KFIs at the touch of a button.
Produce all required FSA registers
automatically.
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Keep check on all outstanding business.
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Create reason why letters from customisable
templates in minutes.
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Work from home,
the office or when out on the road.
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Plan for
disaster, witsIFA is backed up daily
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Do your job
without the ball and chain of admin...
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