Meme

Financial Advisor

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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’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

Can you guide which software is best

IFA PLANNET. I GET WHAT ALL I WANT.

IFA PLANNET

We use NJ online platform,

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

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

I am using easyfe software

Fincorponline

I am using FUNDS BAZAAR.

I am using NJ INDIA INVEST Ewealth platform

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

I am using Fundstracker.
Excellent one

NJ platform – NJ e wealth account.

Needs to know more about back office software.

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

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

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