Perfios advisor
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Perfios advisor

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Perfios advisor Perfios advisor Presentation Transcript

  • www.perfios.com
  • Best suited for Medium/ Small IFA’s
    to manage HNI/ Top clients
    www.perfios.com
  • Advisor View
    www.perfios.com
    Copyright © 2008-2011 Perfios - Personal Finance Software. All rights reserved.
  • Your client account
    Your client account
    Perfios Advisor
    www.perfios.com
    Your client account
    Your client account
    Copyright © 2008-2011 Perfios - Personal Finance Software. All rights reserved.
  • Open to get into your client portfolio
    www.perfios.com
    Copyright © 2008-2011 Perfios - Personal Finance Software. All rights reserved.
  • Manage the entire portfolio of your client, individually
    www.perfios.com
    Copyright © 2008-2011 Perfios - Personal Finance Software. All rights reserved.
  • Generate more than 30 reports and save for client view
    www.perfios.com
    Copyright © 2008-2011 Perfios - Personal Finance Software. All rights reserved.
  • Do a lot more, upload e-statements, store documents, link accounts,
    Automatically update accounts, export data etc.
    www.perfios.com
  • Log out to go to the Advisor App.
    Open to get into the next client’s portfolio
    www.perfios.com
    • Manage Client’s Portfolio Online
    • Client gets full online access
    • Automatic client’s portfolio update
    • Upload e-statements in seconds
    • Manage Mutual Fund, Equity, Insurance
    • Also mange Real Estate, Fixed Deposits
    • Even Loans, PPF accounts, etc.
    • Income Tax computation and online Filing
    • Online documents storage
    • Auto-update MF/Equity accounts
    • Create and share 30+ reports with your clients
    • Automatic alerts through email and sms
    Copyright © 2008-2011 Perfios - Personal Finance Software. All rights reserved.
  • Platinum account benefits to your client
  • For more details contact:
    Aditya Prasad adi@perfios.com9886039444 / 080 40939650
    www.perfios.com
  • Copyright © 2008-2011 Perfios - Personal Finance Software. All rights reserved.
    www.perfios.com