The SMARTEST, FASTEST and SIMPLEST updated OFA Plus is here.
A one stop solution for MFDs to cater all their business needs. OFA Plus is a uniquely created app for MFDs to improve their client engagement and grow their business – Digitally. This app allows IFAs to track their business on the go, view their client’s investment portfolio, initiate online mutual fund transaction and much more.
Key features of OFA Partner app :
1. Asset-wise business dashboard & AMC Wise AUM dashboard.
2. SIP Reports (AMC/Scheme/Client Wise Reports along with Bounced SIP Report).
3. Online MF transaction (NSE & BSE Exchange integrated).
4. Client on-boarding using paperless UCC & IIN creation.
5. Client-wise portfolio view.
6. Mail portfolio report.
7. Track client-wise transaction.
8. Financial Calculators.
9. Self-branded images.
10. OFA Insights.
11. Multi-ARN facility.
12. Query Management System.
13. TXN Auto Upload Dashboard.
Change log – Version history :
* Now Earn credits and Renew for free using “Refer A Friend” option through App.
* You would be able to request and download “SOA” right through your app
* Announcement Board would keep you updated about your account’s vital information.
* Paperless “E-Mandate” could be created using the App for BSE users.
* Unit based Switch & Redemption can be done through the app.
* Folio wise details can be viewed for your clients.
*Introducing IIN creation through OFA.
*Introducing ACH Mandate creation for IIN.
*Cheque upload & FATCA creation while Creating UCC.
*Show / Hide Scheme details or Investor Details for Client app Users.
*Enhanced UCC Creation.
*Enhanced Nach mandate creation for UCC.
*Enhanced Login Validations.
*Mandate creation issues.
*Resolved SIP initiation issues.
*Faster Client list & Lead list.
*Enhanced “My SIP” Section.
*Fixed UCC creation for HUF and corporate Clients.
Meant for IFAs who are registered with OFA. Although due care has been taken, we do not guarantee accuracy, completeness and authenticity of the information. This is only a utility and shall not be construed as any investment advice. We are not responsible for any discrepancies in any case whatsoever. No representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of information. OFA cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing in this mobile app & its website.