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Client Database Software

A user friendly solution for IFAs and Mortgage Brokers

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The Benefits

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If you are looking at ways to improve your IFA busines we are more than happy to spend some time talking to you further about how witsIFA can benefit your organisation.  Alternatively take a look at our promotional video using the link below. If you are ready to take the next step try a fully functioning evaluation of the software to help you decide whether witsIFA is for you.

Key Features

RECORD YOUR DETAILS

Keep a record and manage all of your client details.

KEEP CHECK ON BUSINESS

Keep a check on all your outstanding business daily.

WORK FROM ANYWHERE

Work from home, the office or when out on the road.

BACKED UP DAILY

Plan for disaster, witsIFA is backed up daily.

PRODUCES REQUIRED REGISTERS

Produce all required FCA registers automatically.

G.A.B.R.I.E.L

Extract information required for G.A.B.R.I.E.L & KPIs at the touch of a button.

YOUR ACCOUNTS

Keep track of all of your accounts

ONLINE STORAGE

Ability to store your documents online.

CUSTOMISATION

Wits IFA can easily be customised to suit your needs.