Financial Advisor

Financial Advisor

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Kindly answer the  question on backoffice technology.

[poll=”7″]

In case you use some other software please mention it’s name in the comments box.

Also you may mention the price of the software that you use in the comments box.

This will help the IFA fraternity immensely.

19 Comments
  • Hiralal Bhamare
    Posted at 02:40h, 01 May Reply

    I’m using N J India’s Technologies….

    Fees – One time / life time Rs.10k only.

    For details & enrollement revert us at:
    +91 93733 16469. or
    hirabhamare@gmail.com

  • Ranjit Palrecha
    Posted at 02:50h, 01 May Reply

    Can you guide which software is best

  • A S MURALIDHARRAN
    Posted at 03:16h, 01 May Reply

    IFA PLANNET. I GET WHAT ALL I WANT.

  • A S MURALIDHARRAN
    Posted at 03:17h, 01 May Reply

    IFA PLANNET

  • Ashish Mahajan
    Posted at 03:46h, 01 May Reply

    We use NJ online platform,

  • Mohsin Bijepuri
    Posted at 03:52h, 01 May Reply

    I do my business onthe iFast platform. iFast is not only a transactional platform but provides all reports needed.

  • Rajneesh Anthwal
    Posted at 05:59h, 01 May Reply

    Shubhchintak is good software. Renewal amount they are charging me is Rs 5000

  • Harpreet singh
    Posted at 06:10h, 01 May Reply

    I am using easyfe software

  • Ashutosh
    Posted at 06:34h, 01 May Reply

    Fincorponline

  • C Mathanmohan
    Posted at 06:35h, 01 May Reply

    I am using FUNDS BAZAAR.

  • deepak thakker
    Posted at 06:59h, 01 May Reply

    I am using NJ INDIA INVEST Ewealth platform

  • Shailesh Mawani
    Posted at 07:01h, 01 May Reply

    Using funds magic
    Not satisfied with the same
    You have to download data physically
    There is always problem of synchronization of data down loaded

  • NAVRATAN BAGREE
    Posted at 08:11h, 01 May Reply

    We are using VIJYA COMPTECH SURAT its very good software and its help us to grow our business

  • P V JAYARAJAN
    Posted at 08:14h, 01 May Reply

    I am using Fundstracker.
    Excellent one

  • Dinesh Jawaharani
    Posted at 10:21h, 01 May Reply

    NJ platform – NJ e wealth account.

  • Hemant Dhakate
    Posted at 11:48h, 01 May Reply

    Needs to know more about back office software.

  • Vikas Nigam
    Posted at 15:04h, 01 May Reply

    I have been using OFA for last 2 years but I am not satisfied.

  • Biju Chakraborty
    Posted at 02:25h, 02 May Reply

    I am really confused what to use & which is best. I am not happy with Finnsys.

  • binay kumar
    Posted at 14:10h, 08 May Reply

    I am using ofa its quite cheap is there any other software which is in shame budget

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