ADFICE

Technological platform for better customer experience

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Our Product ADFICE

The Mutual Fund Software

A cloud based automated end-to-end software solutions for Mutual Fund IFAs and National and Regional distributors. Automation will help advisors focus more on expanding customer base. Its web based interface will help them carry out transactions, track portfolio and various goals of customers.

WHY ADFICE

With the changing ecosystem, advisors need to employ means to simplify their business models so that focus will remain towards customers delight and new acquisition.

This brings forth ADFICE. One stop cloud-based technology platform for all advisors by people with about 50 years of collective experience in Financial Markets including Mutual Fund and Information Technology. It’s reports, query programs and appointment management system will enable MF advisors with a tool to handle day to day challenges better.

  • AUM Reporting and Analysis
  • Multi Asset Portfolio Report
  • Goal Mapping and Monitoring
  • CRM
  • Easy Communication with investors
  • SIP/STP Report Analysis
  • Seamless Online Transactions and Portfolio Tracking
  • Financial Planning
  • Appointment Management System
  • White Labelled Mobile App and Website