Comprehensive & Diverse Reports
Client Engagement Tools
Every IFA knows the significance of client engagement as it is the one of the key ways to grow practice and retain clients in the long term. OFA Plus has a comprehensive library of diverse categories especially developed for IFAs.
- OFA Library (1000+ customizable articles)
- Seasonal greetings & auto reminders
- Mass emailing & SMS
- Self-branded sales enablers
- Delivery reports
Online MF Transaction
Integrated with prominent online transaction portal such as NSE NMFII & BSE StarMF where IFAs can initiate transactions through the portal and app in easy steps. Through this feature, IFA can also finish KYC procedure of clients in a couple of minutes and begin investments.
- Online transaction facility for Purchase/Switch/Redemption
- Paperless client on-boarding for NSE NMFII & BSE StarMF platform
- Online MF transaction for clients
- Bank mandate Registration & X-SIP
Goal tracking & Analysis Report
The prime role of a IFA is to make sure their clients achieve their objectives in the stipulated time frame. The goal tracking feature helps to monitor client goals. IFAs can accordingly make changes in the financial plan if needed.
- Data collection tools to generate Goal-based reports
- Goal analysis report
- Execution trackers
- Goal dashboard
RTA mailback service-Auto Upload & recon
With the help of auto-upload facility, IFAs can easily upload transaction files from all RTAs. These files contain records of all transactions done by mutual fund investors.
- Mailback supported for – CAMS, KARVY, Sundaram & Franklin
- RTA upload history
- Transaction history
- Dashboard tracking
- MF transaction details
Multi-ARN (Additional Charge)
Consolidated Mutual Fund report available for advisors who have business across multiple ARNs