iFW enables financial and estate planners to enhance business success in key function areas including appointment and activity management, sales presentation, financial need analysis, estate planning analysis, financial report printing and customer service management.

iFW can be adapted for various distribution channels, including agency-based sales force as well as bancassurance.  The database is independent and modular in design.  It is fully scalable and easy to customize according to client requirements.

In order to assist iFW users for an easy start up, Finsys provides marketing oriented training program, aimed to give overview understanding on the systems design, to optimize system utilization and to help generate immediate business result.