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    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

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