OFA Partner 8.5.26

The updated OFA Plus app presents a significant advancement for Mutual Fund Distributors (MFDs), offering a versatile solution tailored to address diverse business needs. Designed specifically to enhance client engagement and facilitate digital growth, this application provides Independent Financial Advisors (IFAs) the ability to effectively monitor their business activities remotely and manage client investment portfolios seamlessly.

Notable features of the OFA Partner app include:

• Asset-wise business dashboard and AMC-wise AUM dashboard.
• SIP Reports, featuring AMC, Scheme, Client Wise Reports along with Bounced SIP Report.
• Online mutual fund transactions integrated with NSE and BSE exchanges.
• Paperless client onboarding using UCC and IIN creation.
• Detailed client-wise portfolio views.
• Email portfolio reporting functionality.
• Client transaction tracking capabilities.
• Access to financial calculators.
• Self-branded images feature.
• OFA Insights for informed decision-making.
• Multi-ARN facility for expanded operational capacity.
• An efficient Query Management System.
• TXN Auto Upload Dashboard for streamlined processes.

Change Log - Version History:

--v8.2.x--

• Introduction of a "Refer A Friend" option allowing users to earn credits and renew subscriptions for free.
• Users can now request and download "Statement of Accounts" directly through the app.
• The Announcement Board keeps users informed about important account information.
• Creation of paperless "E-Mandates" for BSE users is now available within the app.
• The app supports unit-based switches and redemptions.
• Access to folio-wise details for client accounts has been improved.

--v8.1.1--

• Introduction of IIN creation through OFA.
• ACH Mandate creation has been added for IINs.
• Support for cheque uploads and FATCA creation during UCC setup has been enhanced.
• Keen attention to user preferences with options to show/hide scheme or investor details for clients.
• Improvements in UCC and NACH mandate creation processes have been implemented.
• Login validations have seen significant enhancements, increasing security measures.
• Issues related to mandate creation and SIP initiation have been addressed, resulting in a smoother user experience.
• The Client List and Lead List functionalities have been optimized for faster access.
• The "My SIP" section has been enhanced for better usability.
• Identified issues related to UCC creation for HUF and corporate clients have been resolved efficiently.

Disclaimer:

This app is intended solely for IFAs registered with OFA. While care has been taken to ensure the information's accuracy, completeness, and authenticity, it should not be construed as providing investment advice. OFA disclaims any liability for discrepancies or losses arising from the use of information presented in this mobile application or its associated website. No explicit or implied warranties are made regarding the reliability or completeness of the content provided.