WitsIFA

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 is new in this release:

Version 2.3 includes improved reminder functions, a security suite allowing users to lock the system down amongst other smaller improvements.

Limitations:

14-day trial