OFA Advisor

408

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.
Read more
Collapse
3.8
408 total
5
4
3
2
1
Loading...

What's New

Enjoy our latest update where we have introduced the following features.
1. Support for multi ARN level family clustering.
2. Improved Auto upload dashboard for tracking and troubleshooting Daily File import.
3. Mail Back AMC Monitoring Advisor App.
4. Client list filter in Contacts Page.
5. On Demand tutorial overlay.
6. Query Management System - Two-way communication with "Add comment" feature on any Query raised.Add Attachment button has been added.
8. Several issues & Crashes Fixed.
Read more
Collapse

Additional Information

Updated
February 6, 2019
Size
7.1M
Installs
10,000+
Current Version
5.1
Requires Android
4.1 and up
Content Rating
Everyone
Permissions
Offered By
FIINFRA
©2019 GoogleSite Terms of ServicePrivacyDevelopersArtistsAbout Google|Location: United StatesLanguage: English (United States)
By purchasing this item, you are transacting with Google Payments and agreeing to the Google Payments Terms of Service and Privacy Notice.