• Rating:
  • Version: 2.3
  • Publisher:
  • File Size: 36.29 MB
  • Date: Dec 03, 2010
  • Price: GBP 45.00
  • License: Free Trial Software
    14 days trial
  • Category:
    Business Management
    Business & Finance
witsIFA Download
Free Download witsIFA 2.3

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.

Why choose witsIFA ?
1. Simple to use system (Created by IFAs).
2. Covers all the core needs for running your back office.
3. FREE training available via videos online 24/7.
4. No minimum contracts.
5. Cost effective solution.

witsIFA allows you to effortlessly:
1. Keep a record of your client details.
2. Record and manage all products sold (Mortgages, Pensions, Investments, Protection).
3. Produce company accounts and manage banking (including Clawbacks).
4. Extract information required for GABRIEL (GAthering Better Regulatory Information ELectronically) & KPIs at the touch of a button. Produce all required FSA registers automatically.
5. Maintain TCF registers
6. Keep check on all outstanding business.
7. Create reason why letters from customisable templates in minutes.
8. Manage Documents (Allows you to scan documents and store against clients).
9. Work from home, the office or when out on the road.
10. Plan for disaster, witsIFA is backed up daily.
11. Do your job without the ball and chain of admin.

witsIFA is an online IFA software package which allows you to work from the office, from home or when on the road (using our online server). We manage your database in our state of the art data centre keeping your information in prime condition and backed-up daily to ensure never loose anything because of poor IT hardware again. We can also provide witsIFA as an offline solution allowing you to manage the system in-house.

The license of this software is Free Trial Software, the price is GBP 45.00, you can free download and get a free trial.

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