Support system is very poor. I have been trying to contact these people over data uploading but they don't bother to respond. Sales guy tried lot to acquire but after sales service is very poor. I am frustrated with OFA
if you want your life to be miserable please subscribe to this. Because once your clients get access to the clients app he will be behind you that updates are not happening and when you complain to company it falls on deaf ears.Suffering since last 4 months or so.......
Worst services... They only works for acquisition not retention
Worst after sales service Pro Only thing good is its price, however there are few more software available at similar pricing, explore before buying Cons 1. First the RM assigned to you won't have time to respond in real time for any of your queries. He/she would be handling minimum of 400-500 IFA, suppose each IFA required just 10 mins daily for any support your turn would come after 10 to 15 days ( 8 hrs workings) and that to if you are lucky else wait wait n wait.. 2. Doesn't auto update Franklin data, you have to do that manually yourself 3. There is an computer recording if you call support where you have to leave message and the RM will/may call you if you are lucky and after he gets time 4. Even in data uploaded from CAMS n Karvy you won't be 100% sure if it is complete, some of the Investment are never showed. 5. For a single PAN there wud be multiple client accounts created and you have to merge them regularly 6. Also the software unable to distinguish between Investment made by single PAN under proprietor ship firm, individual and minor under guardian all having same PLAN 7. While you have created a group head with other members of family associated with him, you can not see his individual investments in the app. And there are numerous more such flaws which will left you embarrassed in front of client.
I am really disappointed with the service rendered by the people. For solving a single issue advisor support is worst to be seen. This way you can catch business but cant retain
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