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Software for Independant Financial Advisers, planners, brokers and agents
PROFIDA is a complete software solution that allows independent financial adviser, brokers and administrators to efficiently manage their detailed client and product information in a powerful, yet easy to use, database.
It 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.
The software is provided as a stand alone product or for multiple users working within a distributed office environment.
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Which solution works best for me?
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