View Image

witsIFA is a powerful and straightforward online and offline software package developed to help IFAs and other financial advisers to administer their business and manage their client data. witsIFA is an IFA software package that will save you time allowing you to concentrate on helping your clients and generating revenue.

witsIFA allows you to effortlessly:


*Keep a record of your client details.
*Record and manage all products sold (Mortgages, Pensions, Investments, Protection).
*Produce company accounts and manage banking (including Clawbacks).
*Extract information required for GABRIEL (GAthering Better Regulatory Information ELectronically) & KPIs at the touch of a button. Produce all required FSA registers automatically.
*Maintain TCF registers
*Keep check on all outstanding business.
*Create reason why letters from customisable templates in minutes.
*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.
*Do your job without the ball and chain of admin...