Puzzle

InFinIT™ [In-Fin-IT]

Many independent financial advisers find it hard to source software to meet their specific requirements. Although many of the larger organisations have core software systems and database applications to deal with key business functions, they often do not meet the needs of either teams or individual financial advisers.

Based in Surrey, we specialise in developing bespoke database applications to meet the needs of such financial advisers and in doing so have developed a small line of software products to address some of the more common shortfalls.

 

Save time, energy and money!

There are many reasons for todays professional independent financial advisers to use IFA specific software. The right software can help IFA's:

  • Centralise key data
  • Facilitate easy input/import and export of data
  • Control the quality and integrity of your data
  • Share some or all of your data
  • Allow the easy retrieval or querying of data
  • Allow the automatic inclusion of data in your processes

Ultimately, a good software applications can help improve your profitabilty!

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FREE initial consultation

Each prospective client is offered a NO COST and NO OBLIGATION initial consultation. This may be carried out face-to-face or by telephone. The purpose of this fact finding session is to establish the goals of the client, their challenges, and to discuss the services that we are able to offer.

 

 

Testimonials
Note: InFinIT™ & sawyersolutions™ are trading styles of Sawyer Solutions Ltd

Keith Carby

Executive Chairman

Foster Denovo

www.fosterdenovo.com

Keith is a leading financial Services industry figure head. His long track record includes Managing Directorships of both Allied Dunbar and J. Rothschild Assurance (where he was one of the three founders) Chairman and Chief Executive of Inter-Alliance plc and now Executive Chairman of Foster Denovo

"Today´s high quality, high performance Financial Advisers need to focus more than ever on two features of their business, marketing and client care. Automation is essential for Advisers seeking to optimize their performance in these key areas. Whilst packaged solutions can have a positive impact, really dramatic improvements in performance are much more likely if the solutions are tailored to the individual needs of the practice in question. Most Advisers have distinctive ways of working and the software that supports them needs to reflect this."

"Software consultants need to have an excellent understanding of the work of the Adviser in question and must be capable of delivering a truly bespoke solution. I know of no IT consultancy that is more capable in this respect than sawyersolutions™. sawyersolutions™ have a very impressive and successful track record. Some of the most productive IFA's in the UK have long worked with sawyersolutions™ and I know they are very complimentary about the role the company has played in their success. Foster Denovo is totally supportive of sawyersolutions™. We encourage our Partners to use them and look forward to working with them for many years to come."

Please take a look at our other testimonials.