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:

• Keep a record of your client details.

• Record and manage all products sold.

• Produce company accounts and manage banking.

• Extract information required for REMAR & KFIs at the touch of a button. Produce all required FSA registers automatically.

• Keep check on all outstanding business.

• Create reason why letters from customisable templates in minutes.

• Work from home, the office or when out on the road.

• Plan for disaster, witsIFA is backed up daily

• Do your job without the ball and chain of admin...