LUDIQUEforIFAs

Innovative, Unique, Practical, Ludique

LUDIQUEforIFAs has been designed for an IFA company, by an IFA and an IFA Administrator. It therefore facilitates the crucial role your administrative staff play in helping to run a successful, happy business.

LUDIQUEforIFAs is delivered pre-loaded with your data - just send your data to us in Excel spreadsheets - we'll do the rest! Your ability to meet statutory and regulatory compliance requirements is instantly simplified - including TCF monitoring and review, GABRIEL outputs, policy administration and all aspects of your client relationship.

LUDIQUEforIFAs is a straighforward, intuitive database application to support the administration and management of client information and their policy details. It has been designed with the small to medium-sized IFA practice in mind and facilitates compliance with FSA regulations and requirements; including fact find, business registers, commissions and accounts. It organises your client, policy and company information in an easily extractable manner.