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Technology fuels 14x growth in 6 yrs for Jalgaon IFAHitesh Kakkad, MoneyPlus, Jalgaon

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Here are some of the tools that Hitesh discusses in this video, which can be of use to all IFAs:

 Ditto – Clipboard Manager. This app will keep history of all copy items in a list which can later be pasted without going back again & again. 

https://sourceforge.net/projects/ditto-cp/

·         Everything - Search utility to search files across the PC with lightening fast speed.

www.voidtools.com

·         Followupthen - Software / platform independent & Email based reminder system. Helps in followup of pending tasks where repeated 3rd party followup is required.

Can also be used for internal reminders or to allocate tasks to teams.

        http://followupthen.com/

·         NAPS2 – Scanning utility to scan docs in PDF / TIFF in super easy way.

https://www.naps2.com

·         Finsuite – Super fast client onboarding on BSE / NSE / MFU with Video Kyc without any limit. Prefills all the forms & also does data entry on all the platforms thru API. Saves lot of time & errors.

https://finsuite.in/

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Comments Posted
Milind Chitnis ARN NO :Chitnis Financial Planners Mumbai, 10 Dec 2019

Very useful inputs. Thanks Hiteshji and thanks Vijay.

Venkateswaran ARN NO :86724 Chennai, 10 Dec 2019

Hitesh, you are such an inspiration for the IFAs across the country. Technology is a great enabler. And you are fully capitalizing on that.

Asoke Roy ARN NO :50124 Kolkata, 10 Dec 2019

Excellent learning. Thanks, Mr. Hitesh.

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