Manage Individual clients

Manage Corporate clients and their Group Schemes

Record and reconcile commissions, charges, and fees.

Our cost-effective suite of back-office IFA software, provides you, the professional IFA, with the client database and software to efficiently and effectively manage your clients, their financial investments, and your own business - including your regulatory reporting responsibilities.

... yet comprehensive and fully functional.  We don't believe that IFA software needs to be complicated, we believe it should be intuitive and easy to use without the need for training to get you started.

You will really like our no-nonsense pricing.  Our IFA software is extremely cost-effective.  You only pay for what you need.  You DON'T pay monthly rentals for our software - you BUY your licences and they are then yours forever.  We have split our software into 3 modules - you therefore DON'T have to pay for software you don't need or won't use - you simply buy the modules you need.  And, our prices are realistic and affordable.