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In catering to many clients, time and distance is a constraint. Platforms helps conquer those issues while helping advisors to scale up the business.
IFAs should understand client want updated information and to be aware of their holdings. App not only adds value to client but builds trust and acts as subtle referral tool.
Choose a platform that fulfills your needs as well as clients. Platform can be very cost effective and help advisors do certain cumbersome transactions very easily such as keeping track of AUMs.
Look for a platform that adds new features by taking feedback from IFAs and updates continuously.
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OF A is a wonderful platform to improve the business .
OFA Clint App gives us portfolio view which help me to grow my business in all assets class. Looking to the client portfolio asset allocation chart, I suggest my client a proper asset allocation portfolio in balance manner. I feel with the help of this platform we can grow our business in proper direction.
Not so great. Need to improve a lot. Dedicated MF platform required. there are transaction issues.
OFA is a wonderful platform
The APP helped me to attend the queries instantly
The best use to me was after redeemtion, i could serve for LTCG , STCG
Thanks for sharing views of these 3-IFAs from Pune on one such platform. I found it interesting. Regards,
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