速報APP / 財經 / OFA Advisor

OFA Advisor

價格:免費

更新日期:2019-06-25

檔案大小:8.4M

目前版本:5.9

版本需求:Android 4.4 以上版本

官方網站:http://fiinfra.in

Email:info@fiinfra.in

聯絡地址:Seagull House, 2nd Floor, Plot No. 6, Shivaji Colony, Andheri - Kurla Road, (WEH Metro Stop) Andheri (E) Mumbai - 400 099

OFA Advisor(圖1)-速報App

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.

OFA Advisor(圖2)-速報App

Key features of OFA Advisor app:

1. Asset-wise business dashboard

OFA Advisor(圖3)-速報App

2. Online MF transaction (Exchange integrated)

3. Client-wise portfolio view

OFA Advisor(圖4)-速報App

4. Mail portfolio report

5. Track client-wise transaction

OFA Advisor(圖5)-速報App

6. Financial Calculators

7. Self-branded images

OFA Advisor(圖6)-速報App

8. OFA Insights

9. Multi-ARN facility

OFA Advisor(圖7)-速報App

10. Query Management System

11. TXN Auto Upload Dashboard

OFA Advisor(圖8)-速報App

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.