Perfios Advisor solution is specially designed for Independent Financial Advisors (IFAs) who would want to manage their clients’ portfolio on a single platform. This solution is based on our industry leading personal finance management product. Through Perfios Advisor, IFAs can manage their clients’ portfolios through a single login.
How it helps you:
How it helps your clients:
|Easy client account creation.||Gets to see the updated portfolio 24 X 7 from anywhere, any time|
|Direct link of client accounts to respective Institutions and automatic retrieval of transactions.||Predefined Alerts keeps your clients informed at all times (E-mail and SMS).|
|Upload all types of E-Statements.||Generate any type of report anytime, Store important documents.|
|Create and save multiple types of Portfolio reports.||Dashboard gives a complete picture of client’s portfolio in a single screen.|
|Automatic Alerts and reminders for your clients.||Any account (Bank/ Mutual Fund/ Equity) can be shared with a Tax consultant.|
|Avoid manual data entry||No Data entry – complete view available|
|Single View of information for both you and your clients||Share a common view with the advisor|
|No need for exchange of emails/documents – reduces load on your back office||24X7 availability of data|
All prices are in INR and would attract applicable taxes. Price List for additional accounts will be shared when requested for. Perfios Advisor Application is offered FREE OF COST with the Basic Pack. Payment can be made either by cheque/ DD or via bank transfer.