witsIFA is a cloud based software solution helping you to improve business efficiency, increase profit and comply with regulatory requirements such as RegData.
Designed and developed by IFAs to be easy to use and powerful to cover the core needs of your business. witsIFA is a cloud platform that is accessible on-demand giving you the flexibility to work the way you want to.
“To be honest, I was quite concerned when my Boss advised me that we were bringing in yet another back office system, the previous one really did not come up to scratch and was cumbersome to use and not at all logical. I can only say that having used the wits system for a few years now I don’t know what I was worried about, the system is easy and straightforward to use,”
Marion
Keep a record and manage all of your client details.
Keep track of your tasks / Reviews and maximise revenue.
Work from home, the office or when out on the road.
Secure login connection and backed up daily on your behalf
Produce all required FCA registers automatically.
Record and Extract information required for RegData & KPIs at the touch of a button.
Track the financial accounts for your business with ease.
Ability to store your documents online.
Wits IFA can easily be customised to suit your needs.
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