The best
enterprise content management system for IFA professionals
Manage, access, and collaborate seamlessly all in one platform—enhancing efficiency and client experience for remote IFA professionals with Workiro.
Why choose Workiro for IFA professionals?
Workiro offers a tailored content management solution that addresses the unique needs of IFAs. With tools designed to streamline document management and maintain client trust, Workiro supports IFAs in delivering exceptional service efficiently.
Features you'll love
Compliant document sharing
Robust client data security
Unlimited e-signatures
Version control
Remote collaboration
Remote-friendly platform
Provide expert financial advice on mobile or desktop with our user-friendly app, anytime, anywhere.
Secure communication
Exchange messages securely with end-to-end encryption, keeping confidential discussions safe.
Simplified workflows
Streamline document sharing, e-signatures, and task grouping for investments, insurance policies, and pension statements.
Build client trust quickly
Engage clients faster, with linked conversations for easy reference to past interactions, whenever you need them.
Streamlined grouping for data security
Categorise tasks by client type and set access controls to safeguard client data across all projects.
Book a Discovery Call
Want to find out more about how Workiro works? Book a 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.
