Financial Advisor

Place your finger on the image above to see “download” option.


Kindly answer the  question on backoffice technology.


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 replies on “Financial Advisor”

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

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

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

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