Teaming up with Advice RegTech, an award-winning regulatory compliance technology company, we codeveloped SAMI, a software solution aimed at simplifying the tasks of auditing advice files and generating insightful reports for licensees. Our specialist team recognized the need for this tool, as SAMI is designed to seamlessly integrate with advice software and facilitate reporting at the individual adviser, team, and group levels.
This tool replaces inefficient and challenging-to-use spreadsheet-based models for reporting purposes. It improves efficiency, effectiveness, and consistency by automating solutions to streamline processes, save time, and reduce errors.
IFS is uniquely positioned as both a user and codevelopers of SAMI. Therefore, partnering with us will be highly beneficial as we will have a deeper understanding of your needs compared to a typical technology vendor.