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Keep a record and manage all of your client details.
Keep a check on all your outstanding business daily.
Work from home, the office or when out on the road.
Plan for disaster, witsIFA is backed up daily.
Produce all required FCA registers automatically.
Extract information required for G.A.B.R.I.E.L & KPIs at the touch of a button.
Keep track of all of your accounts
Ability to store your documents online.
Wits IFA can easily be customised to suit your needs.