Software for IFAs
Online
software solutions for financial professionals
PROFIDA is a complete online IFA software solution that encompasses both front and back office functionality for
independent financial advisers, brokers and administrators.
This means
specialised functionality and support in order for you to
achieve a highly sophisticated practise with excellent client service.
You can focus on achieving efficiency with high-volume business, cross selling opportunities and
a holistic managerial overview of all business units.
As we offer a SaaS (software as a service solution) we will work with you to ensure that we understand your
business requirements, then we will assist you in
migrating your data into the system.
Once you are up and running we continue to provide
full support to your team. This includes any additional help you may need
in using the system or understanding the online tutorials.
Profida provides you with an IFA software solution that is online, which means you can access your data from the office, at home or at a client with an
internet connection. You can also tailor the product with your
own company branding and look & feel.
We offer a full range of features from extensive
client management, financial needs analysis and
financial planning as well as
policy and portfolio management.
Have a look at our
product overview page to view all the functionality in more detail. Or better still
why don't you
login to our online demo and see the functionality in action.