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.