IFA Planet is a cloud-based financial management solution aimed at independent advisors and small scale advisory enterprises. It provides comprehensive mutual fund and portfolio management services. Financial advisors can get one-click access to clients’ portfolio reports and business-critical parameters. The asset management software is linked with multiple R&T Agents and enables advisory businesses to manage their back-office operations in a comprehensive manner. Enterprises can streamline their data processing tasks and enhance revenue-based operations with the same.
This software solution enables advisory organizations to offer personalized login credentials to their clients and send valuations through an integrated Email and SMS facility. With its in-built mutual fund research module, the software turns out to be a great help for mutual fund distributors. The portal can be accessed from any device at any time of the day. With IFA Planet, financial advisors can process complex accounting tasks and provide critical services in a very short implementation timeframe. Advisory enterprises can utilize this portal to automate their services and enhance the entire identity of their brand.
IFA Planet financial management software pricing is available on request. For more details about the solution, please request a callback. Our experts will get back to you as per the date and time mentioned in your callback request.
The finance management program enables advisors to get access to multiple vital business metrics such as AUM, Dividend History,
Advisors can respond to multiple queries generated by individual clients and help them to get their future planned via
IFA Planet financial management software offers consolidated portfolio reports, teamed with detailed analysis and in-built data
The built-in data research module of IFA Planet financial management software allows agencies to generate accurate and detailed
Mutual Fund distributors can utilize this comprehensive system for Transaction, Client Portfolio, Revenue, and other back-office
Independent Financial Advisors get real-time access to essential business figures and client portfolio metrics, using which they
Online Brokerage Calculator
IFA Planet financial management software can be used as an online brokerage calculator to compute multiple payable brokerage
Unlimited Software Choices
There is something for everyone — Choose from over 15000 software options in 600+ software categories
Filter the software features basis your business requirement, select the software in your budget, Add to Cart and buy!
It's as simple as that. Compare unlimited software options and make the right choice for your business
Expert Advice Any Day, Any Time
India's best software experts are at your disposal to guide you for all your software needs
Get the support with comparing different product features, pricing and more to grow your business many fold
Their expertise can help you save time and money
Try Before You Buy
Our software partners are fully equipped to provide a FREE demo for Techjockey customers
Explain their software features better so that you make the right choice for your business
They can guide you with different use cases and make sure you own the best suited software and make a positive change in your business growth
Fits Right Into Your Budget
At Techjockey, you can get personalised plan and pricing basis your business needs
With so many options, our tech-experts help you select the right match for your business in terms of features and budget
Trusted by many happy and satisfied businesses
Financial Management Software
Q. How does IFA Planet financial management software facilitate enhanced client monitoring?
Q. Does IFA Planet financial management software allow you to send valuations to a client?
Q. Do you allow an online demo of IFA Planet financial management software?
Q. Does IFA Planet financial management software feature a built-in Mutual Fund Research module?
Q. Does IFA Planet financial management software has a dedicated mobile app?