OFA Advisor

369

Your workstation in your pocket!!

A one stop solution for IFAs to cater 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 client’s 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
OFA Insights
OFA MF Recommendation
Multi-ARN facility
Query Management System
TXN Auto upload Dashboard

Disclaimer:

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.
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What's New

Enjoy our latest update where we have introduced the following features apart from making minor UI changes and enhanced Performance.

1. Client list filtering option.

2. Capital gain report for a specific financial year.

3. Call button on client list.

4. Share option on multiple dashboard & portfolio pages.

5. Membership renewal reminders.

6. Downtime Notification on App.
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Additional Information

Updated
September 24, 2018
Size
6.7M
Installs
10,000+
Current Version
4.9
Requires Android
4.1 and up
Content Rating
Everyone
Permissions
Offered By
FIINFRA
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