witsIFA 2.3
"Streamline financial management with witsIFA - a must-have for Windows 7 users."
Introducing witsIFA, the ultimate software solution for financial advisors! Developed by W.I.T.S. UK Limited, this comprehensive program boasts unparalleled features designed to streamline the advising process. From automated reports to advanced analytics, witsIFA enables professionals to enhance their services and exceed expectations. Download now and experience the future of financial advising!
witsIFA 2.3 full details
| File Size: | 36.20 MB |
|---|---|
| License: | Trialware |
| Price: | $70.10 |
| Released: | 2010-12-03 |
| Downloads: | Total: 298 | This Month: 1 |
| Publisher: | W.I.T.S. UK LIMITED |
| Publisher URL: | http://www.witsifa.co.uk/ |
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witsIFA 2.3 full description
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...
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...
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witsIFA for Windows 7 - Copyright information
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Windows 7 Download periodically updates pricing and software information of witsIFA full version from the publisher, but some information may be out-of-date. You should confirm all information.
Using warez version, crack, warez passwords, patches, serial numbers, registration codes, key generator, pirate key, keymaker or keygen for witsIFA license key is illegal and prevent future development of witsIFA. Download links are directly from our mirrors or publisher's website, witsIFA torrent or shared files from free file sharing and free upload services, including Rapidshare, MegaUpload, YouSendIt, SendSpace, DepositFiles, DivShare, HellShare, HotFile, FileServe or MediaFire, are not used.
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