Built by IFAs Used by IFAs

Contact witsIFA





I understand that this form collects my email and phone so that I can be contacted by witsIFa. For more information please see our privacy policy

Features

Key Features

Keep a record of your client details.
Record and manage all products sold (Mortgages, Pensions, Investments, Protection and General Insurance).
Extract information required for G.A.B.R.I.E.L (GAthering Better Regulatory Information ELectronically) & KPIs at the touch of a button.
Produce all required FCA registers automatically.
Ability to store documents online
witsIFA can easily be customised to your needs
Maintain TCF registers.
Keep check of all outstanding business.
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.
Keep track of all your accounts.

See For Yourself

Make an enquiry