The SIFA proposition evolves constantly to ensure that the firms we support are as well equipped as possible to run compliant and efficient businesses, while having the tools and support to seize on opportunities as they are presented by the market.
Using our experience of adviser operations, our business support services are designed to be relevant and easy-to-use and to bring added value to your proposition. SIFA currently provides access to a wide range of business support services including:
- Dynamic Planner: Integrating with marketing leading platforms and portals, Distributions Technology’s award winning tool comes complimentary with SIFA membership.
- Synaptic Fund & Research: A suite of research tools which integrates with your back office systems. Members can access the tool for just £17.50+VAT per month - a significant saving on the market rate.
- SimplyIntelliflo: A bespoke version of Intelligent Office’s industry leading back office system, available to Members for a significantly discounted charge.
- CPD Portal: To help Members manage the regulator’s ever increasing focus on standards of professionalism, we provide complimentary licences for Competent Adviser’s award winning CPD testing system.
- MyGabriel: Our bespoke accounting tool, designed to ease the completion of your Gabriel report. Not available on the market, we offer this service from £20+VAT per month.
- Mortgage sourcing software: To assist our Member Firms, we have negotiated subsidised access to mortgage sourcing software providers Trigold Crystal, Mortgage Brain and MortgageSource.
Support at every point
To ensure you are getting the most from our solutions, we have dedicated helpdesks for many of our key tools. Our expert team can assist you with getting set-up and optimising the system, and provide ongoing support as your use of the tools progress.