Backoffice - Next Level Education
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Backoffice

Backoffice

The results of the question on “back-office software” under the “Mood of the IFA” survey is as under

Do you use any back-office platform like Red Vision, Shubhchintak, etc

View Results

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Please mention the price of the software you use and any thing else you would like to mention in the “Comments” box below.

83 Comments
  • ravi jadav
    Posted at 01:35h, 01 May Reply

    don’t use optimum software data not proper update
    speed issue
    carg return show wrong
    data not update proper
    theme are not good
    crm desk is not working
    not able to find client in client manage
    valuation show wrong and different in my software, client webpage and mobile application ( every ware valuation show different )
    they are not update data on regular basis
    when I purchase software they told me update my all data ( NDs ) also now they told they are not update it or not able to update it )
    amitbhai never give you ans, and not received your call
    in summery report client investments total value not showing

    lot of problem I am facing with optimum..

    • Team Optimum
      Posted at 10:10h, 01 May Reply

      Hello Mr Ravi

      We shall look into all your above mentioned queries and resolve them at the earliest.

      Sincere Apologies for the Inconvience.

      Thanks

  • RAMAKANT BAGHMAR
    Posted at 04:59h, 01 May Reply

    Using NJ INDIA INVEST Platform

  • Manish Saluja CFP
    Posted at 05:01h, 01 May Reply

    Was using Fundzmagic since 2007. Recently shifted to their online version Wealth magic. Not 100% satisfied but comparing its cost with other peers, hv found it better. Hv paid around 14K in first year which includes a one time charge of 5k.

  • Deepak
    Posted at 05:12h, 01 May Reply

    I use ifa planet its wonderful

  • Nitin Chandra
    Posted at 05:22h, 01 May Reply

    Sir,
    Actually we don’t know Which one is good and really helpful for us.

  • Tejpal Singh
    Posted at 05:54h, 01 May Reply

    Invest well is a good software, but needs updating every Sat. Some online STP/ SIP don’t reflect in its summary, but show in individual MF Folio.
    Cost no idea, I am not in Co. Management.
    Quite helpful with its analysis etc.

  • Jignesh Trivedi
    Posted at 05:55h, 01 May Reply

    I use ofa Shubhchintak 6000 per annum

  • Mitesh
    Posted at 07:34h, 01 May Reply

    17000

  • AVIJEET DAS
    Posted at 10:53h, 01 May Reply

    I am using Finsys software for the last 2 years, Annual charges is Rs. 9500, CRM is good, Data updated properly. Till now I have not faced any problem. But reports are not design properly, home page and other pages are not design properly.

    • Deependr S
      Posted at 08:44h, 03 June Reply

      Sir, we are happy to share as InvestWell has very comprehensive reports and hope you will like the same.
      please share your contact details at sales@investwellonline.com to share all reports with you.

  • Jayant Harde
    Posted at 09:51h, 02 May Reply

    Wealth magic, good support, data automatic download etc, no issues

  • Sankar. R
    Posted at 09:56h, 02 May Reply

    I am not using any software. Please suggests a good one

    • S. Mukesh
      Posted at 05:11h, 30 May Reply

      You want best software. You should contact me…9907930303

  • Suraj Kanojia
    Posted at 09:57h, 02 May Reply

    I use IFA PLANET everything is good

  • Mahesh Choksy
    Posted at 09:57h, 02 May Reply

    WEALTH MAGIC GOOD ENOUGH

  • Mitesh chafadkar
    Posted at 09:59h, 02 May Reply

    I am using Fundzmagic for last 8yrs it is time consuming you have to do the data uploading manually . Reports are good & easy to understand but fund classification you can’t trust.
    Now it is not available also support is very poor

    • Anuj Jain
      Posted at 09:01h, 03 June Reply

      Sir, We have complete solution on single click. all operation is automated without any manual intervention , portfolio analysis and marketing toolkit.
      Please revert at sales@investwellonline.com to save daily operation time.

  • kiran gandhi
    Posted at 10:24h, 02 May Reply

    i m looking for back office software which is cost & work efficiaent

    • one ifa
      Posted at 14:25h, 29 May Reply

      Dear All

      Dont Give much money any software they are taking only money but pls research ,and take softwear company taking too much money because of lack of knowledge and about price. dont spend more than 10000 rs in software

  • kiran gandhi
    Posted at 10:25h, 02 May Reply

    i m looking for back office software which is cost & work efficiaent & also suggest gd back office software

  • Vidhi Choudhary
    Posted at 10:25h, 02 May Reply

    Wanted to use good software for back office,
    Can you suggest best one

  • Sanjay Doshi
    Posted at 10:32h, 02 May Reply

    Have subscribed for Investwell but have not really used it. Paid Rs 5800 for renewal of Mf subscription data and Rs 1500 for preprinted form facility.

  • R. Venkataraman
    Posted at 11:17h, 02 May Reply

    Cost close to Rs. 3500/-

  • Ravi v
    Posted at 11:29h, 02 May Reply

    I am using wealth magic for the last 15 days only yet to analise.

  • K PRABHAKAR RAO
    Posted at 11:44h, 02 May Reply

    Wanted to use good software for back office,
    Can you suggest best one and afford even small upcoming distributors also

    • Deependr S
      Posted at 08:51h, 03 June Reply

      Sir, InvestWell has best solution for all types of advisers IFA, CFP or RIA, We are eager to learn about your needs. please share your contact details with us at sales@investwellonline.com.

  • Mark Moses DCosta
    Posted at 12:11h, 02 May Reply

    16k along with website. And renewal is about 9k

  • Nilkanth Lohakpure
    Posted at 15:30h, 02 May Reply

    Using Red vision software for back office, it has satisfactory results..

  • Sudeep Kumar Chanda
    Posted at 17:10h, 02 May Reply

    Suggest best one “software”
    For back office

  • Harpreet Singh kharbanda
    Posted at 17:12h, 02 May Reply

    Using fund magic, its so so.
    Amc 5600
    Websute amc 8500
    Investor login 6000 for 100 clients

    Will be grateful if someone can suggest a better option.

    • Mukesh
      Posted at 13:19h, 30 May Reply

      Contact me for best option…..9907930303

  • M.Mathirajan
    Posted at 17:47h, 02 May Reply

    I want to use a better one. Still I have not use any software.

  • Sanjay M Mehta
    Posted at 18:49h, 02 May Reply

    Optimum facing many problems, seriously looking to switch. No further comments

  • SANJAY M MEHTA
    Posted at 10:34h, 03 May Reply

    USING OPTIMUM, BUT NOT AT ALL HAPPY WITH SERVICE SUPPORT….. seriously looking to change . for trade using both BSE STAR MF as well NSEMF platform. some other platform available but you have to do business under their ARN, also fundbazar etc not giving better payout, currently getting much better payout than such national distributors, need help/suggestion for new software purchase….

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  • Mahesh Togadiya
    Posted at 12:02h, 23 May Reply

    Don’t Use Optimum Software bcoz of many issued for Data update, most of not.proper data update and also mobile app not proper working.

    Also know Amitbhai (Owner) all of issed but they not working on issued,

    Also website is very slow working.

  • Saurabh Bajaj
    Posted at 13:09h, 29 May Reply

    I use OFA but have a bad experience. They promised Web login when I paid. Later they withdrew Web login facility without even asking or informing.

    My clients still want Web login facility for which I am looking for another software.

  • Rajesh Nagaria
    Posted at 13:18h, 29 May Reply

    Pl. Suggest best software for backoffice.

  • Pramod Dighaokar
    Posted at 13:41h, 29 May Reply

    I am using Red Vision software since last 2 months. Overall it is good but more feature required in MIS section. I have bought it in Rs.32000. My opinion is one can buy it. It’s improve data management. By using this able to find quickly Scheme wise client wise sip, aum, valuation reports & much more.

  • Raja bhattacharjee
    Posted at 13:48h, 29 May Reply

    Last 5 years , obtaining service from finnsys , they are good but not best …….

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    Posted at 13:50h, 29 May Reply

    Last 5 years , obtaining service from finnsys , they are good but not best …….

  • Rakesh mehta
    Posted at 14:26h, 29 May Reply

    Using REDVISION software, it’s inhanced my business many fold, I strongly recommend REDVISION, it’s costly but there is always difference in iPhone 7 and Micromax mobile. So don’t look only cost if u want to be market leader.

  • Rajesh BHATTAD
    Posted at 14:36h, 29 May Reply

    USING PRUDENT PARTNER DESK AND CLIENT DESK, IS WONDERFUL AND VERY FRIEND LY AND EASY TO USE SOFTWARE WITH USEFUL FEATURES

  • Mukund Surana
    Posted at 15:24h, 29 May Reply

    I am using Redvision software from last three years. I feel good software for mutual fund industry. No major issue,all well

  • Pawan. Kumar
    Posted at 15:33h, 29 May Reply

    Using OFA, but a lot of data mismatch, can any body guide me of the software the is not having this kind of problem.

  • Vivek joshi
    Posted at 16:03h, 29 May Reply

    I have been using Wealth Magic for last one year, I am really impressed with its seamless integration with the BSE star MF platform, which has made the process of onboarding as well as transacting a really wondeful experience and the best part is that they have a really awesome support team, which is quite responsive.

  • Ajay Chandok
    Posted at 16:11h, 29 May Reply

    I am using Ifaplanet and fully satisfied with the product. They are really innovative and doing good developments day by day.

  • Abhay Maheshwari
    Posted at 16:21h, 29 May Reply

    Reading all the comments above but still can’t conclude which software is the best and cost efficient..

  • Lancy Willie
    Posted at 16:39h, 29 May Reply

    I use IFA planet, for my mutual fund distribution, very useful and I used to get wonderful service from their service department…
    I am very happy and refer my colleagues into this software, they are also satisfied with this software…

  • SHREE PRAKASH NARSARIA
    Posted at 16:42h, 29 May Reply

    Using Wealth magic and satisfied. For,Those IFA ,working as LICI Agent ,its best

  • Siddi anjaiah
    Posted at 16:43h, 29 May Reply

    I am using sheen technologies, ofa, ifa planet,Redvision,
    Among all these Redvision is ultimate and superb

  • Padmavathi Jeyaraman
    Posted at 16:43h, 29 May Reply

    I am using IFA PLANET. It is user friendly & service is very good.

  • Prakash kumar Agarwal
    Posted at 17:14h, 29 May Reply

    Dear sir I am using fund magic since 2008 at that time we also have no idea & choice that all right but some error are accure that is also not solve by them now I come to know about online I will wait for the renewal it is affordable no so costly.

  • Anand Sachdeva
    Posted at 17:46h, 29 May Reply

    IFA PLANET IS CHEAP AND BEST IN USE

  • Anand Sachdeva
    Posted at 17:47h, 29 May Reply

    IFA PLANET BEST

  • Saroj Sunil Chaudhari
    Posted at 17:54h, 29 May Reply

    I use IFA planet

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  • RAVIKANT SONI
    Posted at 04:27h, 30 May Reply

    Red vision a good software . It is value for money. Subscription cost about 35000/- in 2013 and annual charges 15000+taxes.

  • Ashutosh
    Posted at 05:07h, 30 May Reply

    Fincorponline.com

  • Ajit Raj Mandar
    Posted at 12:50h, 30 May Reply

    Using RED Vision Technologies Software, happy & fully satisfied. The proactive after sales support is superb!
    it have everything for managing my sub broker model and BSE integration is wonderful, my maximum clients are transacting via mobile app now, RED Vision changed my business model from traditional advisor to techy advisor.

  • Prashant Rathi
    Posted at 13:39h, 30 May Reply

    Not happy with optimum software…very slow with a lot of errors…NAV updation done very late next day while others do it same day…..wrong CAGR returns and low service levels, people don’t want to respond including the key member team…would not suggest anyone to go for it and I am going to move to some other software immediately.

  • Abhishek Jain
    Posted at 18:43h, 30 May Reply

    Don’t Trust On Optimum Software, It’s People Is Also Not Trusted One, I have Purchased This Software, And Felt After Words — inappropriate Data And Reports, Even Entries is missing in Client’s Portfolio, Return Calculation is Also not Appropriate, Than I Have to Chang My Back office Software From Optimum to Red vision, And Now I Am Satisfied with the services Of Red Vision, So Do Proper Home work Before Taking This Type Of Software, Don’t just go by the Words Of the Marketing People Of particular Software Developer.

    Thanks and regards/

  • Subramanian
    Posted at 01:53h, 31 May Reply

    I use ifa planet.
    It costs 6000 only for a startup like me.
    I find itbusedul in consolidating all my Aum and customers consolidated statement at any time they want.

    I am not yet awarebof the recurring charges next year.
    When i wanted to install one with maximum benefit it was suggested by my fellow ifa. Others when i rwnquiews are too costly u was unable to afford and unclear on charges.

    Shouldn’t here be any other software with h cheap cost and effective pls suggest

    Subramanian
    Phoenix Investment Services
    Madurai

  • Rajeshwar Reddy K
    Posted at 02:04h, 31 May Reply

    Redvision Software is the best for an individual IFA if all the features are used properly.
    Its costly than other softwares but it is worth.Issues come in any software , but how fast it is resolved is the question.I feel Redvision does it,
    The only issue is the service has come down little when compared to 2 years back.Redvision management has to take care of this issue or else market share might come down.

  • parashar
    Posted at 07:14h, 31 May Reply

    Ifa planet is best compare simpler price range ..more imporve is pending ..request to hitesh for update more feature according current requirement

  • Rajesh Nagaria
    Posted at 00:59h, 01 June Reply

    Suggest best one “software”
    For back office.

  • PRAVIN GAMOTE
    Posted at 03:07h, 07 June Reply

    Updation is very important Here all software are very useful… I used Finsys from last 5 yr… Fundzmagic from 8yrs…. Now wealthmagic….
    What is important for ifa & how it is useful to them… All software back off support is ZERO… THEY ARE SELLING TO MAKE IFA BACK OFF SMART BUT WHAT ABOUT THEM… be alter all & take correct product – in all I m not satisfied with any software provider…

  • Chandresh Patel
    Posted at 07:07h, 26 July Reply

    Dear partners,
    Don’t make a mistake to buy optimum software. His owner Mr. Amit bhai never attend calls nor he available in office. Even he diverted his number to office desk.

    After 8 months still I am not getting my customer data proper.

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