WitsIFA Client database software for financial advisors & mortgage brokers
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WitsIFA Tags

database business management Financial finance business database financial database back office system back office back-office console Back Office Management

WitsIFA Description

witsIFA is a database application for use by Independent Financial Advisors. It allows them to: * Store client's Information. * Record products sold. * Create reason why letters fast. * Enter mileage for accounts. * Track practice bank accounts and produce management accounts. * Produce analysis reports to support FSA requirements. * Maximise earnings by highlighting renewals Amongst many other features. What's new in this version: Version 2.3 includes improved reminder functions, a security suite allowing users to lock the system down amongst other smaller improvements.

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