Independent Financial Advisers (IFAs)
Capita Financial Services offers IFAs the broadest range of software in today’s market.
For the first time, one company can truly provide advisory firms with the complete range of software tools they need to run their businesses including client management, product and fund research, document management and quotations. Our solutions are flexible and scalable.
The many years of experience we have gained throughout the industry working with and providing effective solutions for IFAs, enables us to help firms maximize efficiency and achieve their objectives, whether they are moving towards fee-based remuneration, building recurring income through funds under management or developing an effective service based customer proposition.
CFSL have a suite of leading solutions for IFA companies of all sizes that include:
- working from multiple locations
- integrated software
- support of compliant business practices in line with TCF requirements
- robust management information for back and front office functions
- full document production capabilities, including suitability letters
- document management
Whatever you are looking to achieve, CFSL can help you to create additional value for your business.
Call Linda Burgin on 02476 839700 for more information.
