Financial Software for IFAs, financial planners, brokers and agents

If you are an IFA, financial planner, broker, network administrator or agent; belong to a financial services firm, brokerage, or call centre or your business involves marketing in/assurance products, medical policies, groups schemes, funeral policies, investment or banking products, PROFIDA can provide a software solution to meet your needs.

PROFIDA®

PROFIDA® is a complete practice management software suite that allows IFAs, advisers, brokers and administrators to efficiently manage their detailed client and product information in a powerful, yet easy to use, database.

PROFIDA® is available as a set of pre-packaged solutions tailored to meet the needs of most clients. For those clients that require a custom solution however, PROFIDA®'s modular design provides the ability to pick and choose any combination of modules to create your own package, meaning you only pay for what you need.

Which solution works best for me? I am an IFA/financial planner I am a short term agent/broker I am an multiproduct agent/broker