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Why witsIFA ? witsIFA is an online IFA software package which allows you to work from the office, from home or when on the road (using our online server). We manage your database in our state of the art data centre keeping your information in prime condition and backed-up daily to ensure you never lose anything because of poor IT hardware again. The next STEP
Like what you've seen so far? Well if you feel witsIFA can benefit your business we are more than happy to spend some time talking to you further. If you are thinking of moving from other systems we may be able to migrate your data to our system without the need for time consuming re-entry
Try witsIFA
You can try a fully functioning evaluation copy of the software to help you decide whether witsIFA is for you. Please CLICK HERE TO REQUEST A TRIAL COPY or CONTACT US for further details.
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witsIFA is a W.I.T.S. UK LIMITED products (CO NO. 6814845), Copyright 2009 (c) mike@witsifa.co.uk - darren@witsifa.co.uk
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(GAthering Better Regulatory Information ELectronically) is the FSAs new regulatory reporting system for the collection, validation and storage of regulatory information. The system has been introduced to replace the retail mediation activities return (RMAR)
In principle TCF aims to raise standards in the way advisors carry out their business by making changes that benefit customers and increase their confidence in the financial services industry.
Disaster recovery planning is the method by which a business safeguards its vital infrastructure against forseen and unforseen issues that would otherwise cause the business to break down and cease to function as normal.
The Financial Services Authority ("FSA") is an independent non-governmental body that regulates the financial services industry in the United Kingdom. Its main office is based in Canary Wharf, London, with another office in Edinburgh.
witsIFA can work with a variety of differnt practice setups. Whether working through a business network or not. Our software will help advisors that use a variety of different network:
Bankhall