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How IFA Planet helps IFAs to grow their business
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How IFA Planet helps IFAs to grow their business
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IFA Planet

by : IFA Planet

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IFA Planet is a cloud-based mutual fund software 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.... Read more

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IFA Planet Software Pricing, Features & Reviews

What IFA Planet Mutual Fund Software?

IFA Planet is a cloud-based mutual fund software 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.

How does IFA Planet’s finance management suite can help enterprises in enhancing the overall value of their brand?

  1. Accessibility: By using IFA Planet financial management software, advisory staff gets fast and easy access to critical metrics and portfolio information, round the clock.
  2. Client Management: Advisory enterprises can offer prompt deliverance regarding vital transactions and valuations, with a built-in data research module.
  3. Dashboard: Advisors can organize and filter business figures by multiple parameters, such as, Client, Family, Folio, etc.
  4. Portfolio Management: Enterprises get access to a unified view of consolidated portfolio reports with key parameters, including Portfolio Summary, SIP Details, Asset Allocation, Top Holdings, and more.

IFA Planet financial management solution pricing 

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.

Benefits of IFA Planet

  1. Automation and Compliance: With IFA Planet financial management system, advisors can automate multiple business processes and related monetary activities, including accounting, coordination, and execution of those tasks. They can also ensure compliance with the rapidly evolving governmental provisions eliminating penalties.
  2. Standardization: Advisory agencies can provide consistent service across all trading and investment activities. With this program, they can organize disjointed and complex operations and streamline budget and revenue management per folio.

IFA Planet Pricing & Plans

IFA Planet price is available on request

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IFA Planet Features

Dashboard

The finance management program enables advisors to get access to multiple vital business metrics such as AUM, Dividend History,

Client Management

 Advisors can respond to multiple queries generated by individual clients and help them to get their future planned via

Portfolio Management

IFA Planet financial management software offers consolidated portfolio reports, teamed with detailed analysis and in-built data

Reporting

The built-in data research module of IFA Planet financial management software allows agencies to generate accurate and detailed

Mutual Funds

Mutual Fund distributors can utilize this comprehensive system for Transaction, Client Portfolio, Revenue, and other back-office

High Performance

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

IFA Planet Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Language:
  • Windows Android
  • DesktopMobile
  • Web-Based
  • All Industries
  • All Businesses
  • English
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IFA Planet Review

100%

Have recommended this product

Overall Score

4.8/5
Based on 1 Review

We love to hear from our buyers!

If you have used the solution already, why not share your thoughts and help others make the right purchase.

V

Vishnu

Manager, Finance

2-100 Employees

Software user since: < 6 months

4.8/5

5/5

5/5

4.5/5

5/5

10/10

“Economical for use”

Pros :

Cons :

Posted - Aug 20, 2020

IFA Planet FAQ

A. With IFA Planet financial management software, trading agencies and brokers can facilitate their clients with personal login credentials along with a top-graded portfolio management system.
A. Yes, IFA Planet financial management software will let you send accurate valuations to your clients through integrated SMS and Email facilities.
A. Yes, you can request an online demo of IFA Planet financial management software. Our in-house team will get in touch with you at your earliest convenience.
A. Yes, IFA Planet financial management software has a built-in Mutual Fund Research module, offering accurate business processing.
A. Yes, IFA Planet financial management software has a dedicated mobile application for Android users.

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