價格：免費
更新日期：2019-05-27
檔案大小：53.1 MB
目前版本：4.7
版本需求：需要 iOS 10.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
The SMARTEST, FASTEST and SIMPLIEST updated OFA Plus is here
A one stop solution for IFAs to cater all their business needs. OFA Plus (Omni Financial Advisor) is a uniquely created app for IFAs to improve their client engagement and grow their business - Digitally. This app allows IFAs to track their business on the go, view their client’s investment portfolio, initiate online mutual fund transaction and much more.
Key features of OFA Advisor app:
• Asset-wise business dashboard
• Online MF transaction (Exchange integrated)
• Client-wise portfolio view
• Mail portfolio report
• Track client-wise transaction
• Financial Calculators
• Self-branded images
• OFA Insights
• Multi-ARN facility
• Query Management System
• TXN Auto Upload Dashboard
Disclaimer: Meant for IFAs who are registered with OFA. Although due care has been taken, we do not guarantee accuracy, completeness and authenticity of the information. This is only a utility and shall not be construed as any investment advice. We are not responsible for any discrepancies in any case whatsoever. No representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of information. OFA cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing in this mobile app & its website.
支援平台：iPhone