We put the pieces together
Everything you need in one place! No need for any add-ons or other software
Software for the modern IFA | Support and Sales 07885661472 |
TIPS (Totally Integrated Practice System) is our back office system which fulfils all the IT requirements of a modern IFA practice.
Everything you need in one place! No need for any add-ons or other software
Reduce you costs and free up your time. With a full accounts package, automatic GABRIEL input, a Suitability Report Maker and many other cost and time saving applications.
No provider input - you own platform. Your own portfolios, ATR descriptions, holdings analysis across multiple providers, over 50,000 funds and shares and much more!
We really care! We work in partnership with our users and respond very quickly to problems, improvements and new ideas.
Everything in one place
Client Soft Facts (aims, ATR, priorities), full MI, your own Platform
Tailored Suitability Reports, Documents and Letters