WitsIFAClient database software for financial advisors & mortgage brokers | |
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WitsIFA Ranking & Summary
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- License:
- Trial
- Publisher Name:
- W.I.T.S. UK LIMITED
- Operating Systems:
- Windows All
- File Size:
- 36.2 MB
WitsIFA Tags
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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