A one stop solution meant for IFAs which caters to all their business needs.
OFA (Omni Financial Advisor) is the best app for financial advisors. Specially built to improve client engagement levels and grow their business. This app allows advisors to track their business on the go, view their clients investment portfolio, initiate online mutual fund transaction and 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
Meant for Advisors 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.