Client database software for financial advisors & mortgage brokers - wits IFA

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 (Mortgages, Pensions, Investments, Protection).

  • Produce company accounts and manage banking (including Clawbacks).

  • Extract information required for GABRIEL (GAthering Better Regulatory Information ELectronically) & KPIs at the touch of a button. Produce all required FSA registers automatically.

  • Maintain TCF registers

  • Keep check on all outstanding business.

  • Create reason why letters from customisable templates in minutes.

  • Manage Documents (Allows you to scan documents and store against clients).

  • 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...

 

 

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 never loose anything because of poor IT hardware again.   We can also provide witsIFA as an offline solution allowing you to manage the system in-house.

 

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

 

 

 

Fully functioning 30 day evaluation copies of the software are available so you can try before you buy.  Please contact us for further details. 

 

witsIFA is a W.I.T.S. UK LIMITED products (CO NO. 6814845), Copyright 2009 (c)

mike@witsifa.co.uk  -  darren@witsifa.co.uk

 

Access training  -  Excel training  -  Outlook training  -  PowerPoint training  -  Word training - Sage training - MS Project Training
 

GABRIEL (GAthering Better Regulatory Information ELectronically)

(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)

TCF (Treating Customer Fairly)

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 Plan

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.

Financial Services Authority (FSA)

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.

Business Networks

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:

SimplyBiz network

Is a UK based provider of financial compliance services training and support, encouraging FSA best practice to financial businesses

Sesame network

Sesame is a  provider of financial advice services in Britain. Its role is to equip its financial advisers with the regulatory and product knowledge they need to provide appropriate and up to date professional advice to their clients.

O and M systems

Pension profiler

Exweb

Bankhall