ADFICE app has been conceived and developed by Finowledge Solutions Pvt. Ltd. for registered Mutual Fund distributors of India. This app will empower Financial Advisors and Wealth Advisors. This app is an add-on available to ADFICE desktop cloud subscription users. It will provide effective solutions towards better customer management, streamlining day to day operational work, increase their mobility and above all bring an element of WOW!! to both distributors and their investors. This app will also help them to acquire new clients.
Key features of Adfice :
AUM Reporting and Analysis
SIP/STP Reporting and Analysis
SIP Expiry details
Investor’s portfolio & Folio wise details
Easy Communication with investors
Appointment Management System
Benefits to Distributors
Online Portfolio tracking
Helps Improve distributors productivity
Benefits to Investors
Portfolio viewing at fingertips
This app is meant for all those certified mutual fund distributors, who are registered with Finowledge Solutions. Although, we have taken due care, yet we do not guarantee accuracy and authenticity of the information. Various reports shown here shall not be construed as any investment advice. Finowledge solutions or its directors shall not be responsible for any discrepancies whatsoever. No representations or warranties are made (expressed or implied) as to the reliability, accuracy or completeness of information. Finowledge Solutions or its directors cannot be held liable for any loss arising directly or indirectly from the use of/action taken based on any information/reports appearing in the app and/or its website. Investors are advised to take expert advice or refer to various reports appearing in websites including AMCs websites for more details before taking any investment/redemption decision.