The SMARTEST, FASTEST and SIMPLIEST updated OFA Plus is here
A one stop solution for IFAs to cater all their business needs. OFA Plus (Omni Financial Advisor) is a uniquely created app for IFAs 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 Advisor app:
• Asset-wise business dashboard
• Online MF transaction (Exchange integrated)
• Client-wise portfolio view
• Mail portfolio report
• Track client-wise transaction
• Financial Calculators
• Self-branded images
• OFA Insights
• Multi-ARN facility
• Query Management System
• TXN Auto Upload Dashboard
Disclaimer: 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.
*Improved UCC creation.
*Improved Client List with pagination.
*Dark Mode" related UI issue resolved.
*Optimized for iOS 14
Ratings and Reviews
Best affordable software
Ofa app and software helped me lot in growing my business and it is best affordable software.ofa team members support me specially my rm Khushbu Dixit help me in growing my business.
Very good app
Ofa app and software helped me lot in growing my business and Ofa team members specially my rm Sanjeev has supported me lot to understand about software details . I am very happy and well satisfied with the software . I recommend every advisor who want affordable software and want to do smart work than can take Ofa software and grow his business .. after taking software you must understand about each and every features and have to give some time on it only than you can use this software in good manner .. for everything you must give time .. I am using this since last one year and am happy with it .. ..
Special Thanks to ofa software for helping me in growing my business. It's user-friendly and every member of ofa team is always their to help. Thanks specially to DEEPTI MAM, and my Rm MITESH sir who helped me a lot. The main attractions is the mobile app every customer is happy with the reports.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
- FFREEDOM INTERMEDIARY INFRASTRUCTURE PRIVATE LIMITED
- 67.4 MB
- Requires iOS 10.0 or later.
- iPod touch
- Requires iOS 10.0 or later.
- Requires macOS 11 or later and a Mac with the Apple M1 chip.
English, Arabic, Danish, Dutch, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Malay, Persian, Polish, Portuguese, Romanian, Russian, Simplified Chinese, Spanish, Traditional Chinese, Turkish, Vietnamese
- Age Rating
- © Ffreedom Intermediary Infrastructure Pvt Ltd
Up to six family members will be able to use this app with Family Sharing enabled.