witsIFA 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 REG Data & 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.

Features