Perfios advisor

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Perfios advisor

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

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