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. |