Unlimited
enterprise content management for IFA
Streamline your workflow by managing, accessing, and collaborating in the same place, ensuring optimal efficiency and enhanced client experience.
Features you'll love
Perfect for remote IFA professionals
Effortlessly provide expert financial advice on mobile or desktop, anytime, and anywhere in the world with our user-friendly app.
Encrypted messaging for confidential discussions
Communicate with clients through end-to-end encrypted messaging, ensuring the confidentiality of sensitive financial information.
Unlock seamless workflows
Use one system for file sharing and e-signatures, creating a seamless workflow for investment documentation, insurance policies, and pension statements.
Accelerate client trust for swift relationship building
Quickly build trust with clients by talking to them fast. Keep these conversations linked to important files, so you can easily see past interactions with context, whenever you need to.
Streamlined task grouping & client data security
Divide tasks into specific categories such as small business owners, families or young professionals, and use simple access controls to protect client info, keeping things smooth during both simple and complicated projects.
Book a Discovery Call
Want to find out more about how Workiro works? Book a zoom-based discovery call with one of our experts who’ll be happy to answer any questions you may have, to ensure Workiro is the right fit for your business needs.
.png)