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...

 

 

How Much is witsIFA ?

witsIFA is an online IFA software package which allows you to work from the office, from home or when on the road.  We manage your database in our state of the art data centre keeping your information in prime condition and backed-up daily to ensure never loose anything because of poor IT hardware again.   Our pricing is below:

 
  Setup Fee   Monthly Subscription Fee  

£600

 The setup fee gives you:
  • Installation of witsIFA on our servers.
  • Import of your client data where possible.
  • Full online training for all your staff. (Accessible for 12 months)

 

£20 (1 user)

 The subscription Fee gives you:
  • ALL witsIFA functions giving you a complete business solution.
  • Secure 24 hr access to all your client information from any internet connected windows PC for 1 member of staff at a time. (+£10 per additional user).
  • Hourly & Daily backups of all your data.
  • Email Support.
ALL Prices exclude Vat

 

witsIFA is a Woodthorpe IT Solutions products, Copyright 2007 (c)

sales@witsifa.co.uk

 

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