IFA Toolkit
Welcome to the IFA
Toolkit.
We provide resources to help financial advisors serve their clients
via:
- Messaging services to ensure the right message is recieved by the
right people.
- Calculators, ensuring the correct expectations are raised.
- Review databases to make sure that reviews are booked in a
timely manner.
- Fund research facilities to narrow down possible fund choices.
- Client databases so you can see at a glance which funds your
clients are in.
Services are by invite only, so look out for us at a CPD event near you.