Recommend a friend


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 admin@witsifa.co.uk for further details.

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Testimonials

Hallmark Financial Services Ltd

“We previously used Quay and Intelliflo and found them incredibly frustrating, very unfriendly for the user and expensive. All we wanted was a simple, inexpensive, uncluttered system with everything pretty much in one place in which we could bespoke input fields to suit our business, something that we couldn’t get with previous systems. WITS has changed everything for us. We now have an easy system in which we have tailored the fields to our business and which easily reconciles our book keeping daily. As a result, the system is used far more than previous systems.

The guys at WITS are also very flexible and are actually interested and encourage your input. We suggested a couple of slight amendments to the system and within days they were implemented. We previously asked this of Intelliflo and were told that it ‘might’ be considered at a 6 monthly review.

WITS may not suit every business model but I can’t imagine than any system can suit all, and for most small businesses we feel it would be ideal.”

 

– Matthew Chipperfield Director (BA (Hons), Dip PFS, CeMAP)


TB Asset Management

We started using witsIFA back office system nearly 2 years ago after failing to get along with the all singing, all dancing alternatives.  We’ve found it is a great tool for our business and are delighted with the personal help provided whenever technical support is needed.

WitsIFA back office system is simple to use and easily adapts to our own business needs and requirements.  It’s instrumental to how we run our business.

 

– Madeline Heal


Future Financial Ltd

We have been using WITS since August 2011 and from day one it has made our back office processes so much easier to carry out, helping develop and improve our own practises along the way.

The highlight of the WITS system for us, at Future Financial, is the flexibility of the software, which can be tailored to particular needs or to company-specific processes, as and how you please.

WITS has proven, quite literally, a one-stop shop for everything we need in a back office system. Whether that’s client risk categorisations, periodic client review monitoring, commission and fees breakdown, client-specific details for security checks, vast and detailed report-producing or RMAR return data, WITS can do all that and more. It’s made such tasks as simple as clicking a button, and has hugely improved the way in which we are able to work in the office.

Mick, Darren and Ben have been fantastic with us from the very beginning and nothing has been too much trouble. They’re actively interested in feedback and input and are always looking at ways of making WITS that bit better. Although that’s becoming more of a difficult task! WITS also offer detailed training videos to help develop understanding on certain tasks.

I’d have no hesitation in recommending WITS to any IFAs, it’s a easy-to-use, cost-effective and simply tailored to your specific back-office requirements.

 

– Sam Loughran


Blue-Print Mortgages

I just thought I would take the time to advise how simple and easy I find witsIFA. We have had the back office system installed for a year, and it saves us a lot of time with our office reporting and it has organised us all to be much more efficient and aware of what is actually happening with in the business.
Your team helped us from the beginning with no pressure to choose the system, and the helpfulness we have received since the purchase has been second to none.
The new update is very effective too. Thank you.

 

– Lisa Kemp


RIO IFA Limited

“I established a new IFA business in 2014 and considered back office systems from various providers before choosing WitsIFA.

As a small business, I knew I would initially be doing all the work and I wanted a system that would not require me to undergo hours of training to fully utilise all the features. The WitsIFA system is straightforward with all your client information, business income and expenses easily accessible from the front screen. I recently completed my first Gabriel return and all the information I needed was provided via simple reports produced by the software.

The training videos are very useful when you do need some help as they probably cover 99% of any questions that may arise. The WitsIFA team are constantly working on improvements so this is not a static piece of software but rather a system that adapts to the users requirements over time.

I would have no hesitation in recommending the WitsIFA back office system.”

 

– Matthew Stevens


Booth Financial Planning

“To be honest, I was quite concerned when my Boss advised me that we were bringing in yet another back office system, the previous one really did not come up to scratch and was cumbersome to use and not at all logical. I can only say that having used the wits system for a few years now I don’t know what I was worried about, the system is easy and straightforward to use, everything makes sense from client databases to GABRIEL reports and accounts. The training videos are also easy to understand and handy to have to refresh your memory on parts of the system that are not used daily.

The Team at witsIFA are so helpful and always quick to respond should you have a query. I would certainly have no hesitation in recommending the witsIFA back office system as an administrator.”

 

– Marion Carter

 


Galleon Wealth Management

“Following the switch to direct authorisation I needed to implement a sysytem that would both meet my requirements for FCA returns and be straightforward and easy to navigate and input. With internet access, availability is great as it can be accessed wherever and ongoing back-ups take away the need to remember this. With the ability to add customised fields with a few clicks, the system can be tailored to meet most requirements. Great on-line tutorials to assist and friendly, helpful team who respond without need to wait for days.


– Ray Pettitt DipPFS

 


Shore Financial Services

“Here at Shore Financial Services Ltd we have been using witsIFA for some time and find it a practical and easy to use back office system/database.

The Technical team – Mike in particular was extremely helpful in ironing out this issue and providing us with excellent service and a quick resolution to the problem.”


– Marie Coles

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