If you recommend a company to us that converts to a customer we will reduce your bill by £10 Per month (plus vat).
You will get this reduction for as long as we keep the customer. You can also reccomend enough companies to reduce your invoice to nothing.
Please email firstname.lastname@example.org for further details.Find out more
|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.|