IFA Planet
New Age TECHNOLOGY for FINANCIAL ADVISORS
Advisors can now manage all segments to strengthen their advisory business with the unique features like:
Client Management
Family Management
Consolidated Portfolio Reports
Portfolio Analysis
Integrated SMS and Email Facility
Client Login Facility
Inbuilt Mutual Fund Research
IFA Planet Offices
OnSite Workspace
Employees work from physical offices.
Typical time on-site:
None
Indore, Madhya Pradesh, IND
