OracIFA is an evolution for Financial Advisors and their colleagues. Our Members refer and receive business, and collaborate online. OracIFA Members include directly authorised, multi-tiered and single-tiered Financial Advisors, estate planners and related solicitors, accountants and professional advisors.
OracIFA is highly configurable to your business needs. Members can establish a personal network of colleagues and also offer business to the wider community. Referral rules can be established by Members. For example, multi-tiered Financial Advisor opportunities can be passed within their own networks or to others that meet their network rules. Specific qualifications can also be applied to referrals, such as the need for a will writer to have had a STEP qualification for 2 years. Unwanted referrals e.g. final salary schemes can be filtered out or passed to others in the community as required.
OracIFA is a purpose written enterprise level application. It supports and distributes qualified leads to Members, captures pre- fact find information and facilitates business referrals to established relationships and new connections. In addition, a plethora of social networking features makes OracIFA the professional choice for you and your colleagues.