iPhone Screenshots

Description

The SMARTEST, FASTEST and SIMPLIEST updated OFA Plus is here
A one stop solution for IFAs to cater all their business needs. OFA Plus (Omni Financial Advisor) is a uniquely created app for IFAs to improve their client engagement and grow their business - Digitally. This app allows IFAs to track their business on the go, view their client’s investment portfolio, initiate online mutual fund transaction and much more.

Key features of OFA Advisor app:
• Asset-wise business dashboard
• Online MF transaction (Exchange integrated)
• Client-wise portfolio view
• Mail portfolio report
• Track client-wise transaction
• Financial Calculators
• Self-branded images
• OFA Insights
• Multi-ARN facility
• Query Management System
• TXN Auto Upload Dashboard

Disclaimer:

Meant for IFAs who are registered with OFA. Although due care has been taken, we do not guarantee accuracy, completeness and authenticity of the information. This is only a utility and shall not be construed as any investment advice. We are not responsible for any discrepancies in any case whatsoever. No representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of information. OFA cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing in this mobile app & its website.

What’s New

Version 4.6

Much awaited OFA Plus has arrived with bunch of new Features
•SIP Book AMC wise & Scheme wise
•SIP Dashboard
•XSIP Transaction through BSE StarMF
•Self-Branded Images
•Track Bounced SIP Instalments, Expired or Terminated SIP's
•Client Risk Profile
•Bunch of Financial calculators are Added
•Check KYC Status for any client
•Scheme performance with single click
•Allow or Restrict any type of online transaction
•Minimum transaction amounts for any transaction

Ratings and Reviews

4.1 out of 5
15 Ratings

15 Ratings

Best affordable software ,

Very good app

Ofa app and software helped me lot in growing my business and Ofa team members specially my rm Sanjeev has supported me lot to understand about software details . I am very happy and well satisfied with the software . I recommend every advisor who want affordable software and want to do smart work than can take Ofa software and grow his business .. after taking software you must understand about each and every features and have to give some time on it only than you can use this software in good manner .. for everything you must give time .. I am using this since last one year and am happy with it .. ..

sachin munot ,

Very nice

A
Special Thanks to ofa software for helping me in growing my business. It's user-friendly and every member of ofa team is always their to help. Thanks specially to DEEPTI MAM, and my Rm MITESH sir who helped me a lot. The main attractions is the mobile app every customer is happy with the reports.

Sumitsandhya ,

Awesome and very simple

Very nice and cool apps for IFA . Multiple and easy option available for business growth. Thanks OFA teams

Information

Seller
FFREEDOM INTERMEDIARY INFRASTRUCTURE PRIVATE LIMITED
Size
52.9 MB
Category
Finance
Compatibility

Requires iOS 10.0 or later. Compatible with iPhone, iPad and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© Ffreedom Intermediary Infrastructure Pvt Ltd
Price
Free

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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