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A DEMO WALKTHROUGH OF OFA PLUS

About This Webinar

New Features List -Upcoming in March
1. Brokerage reporting(PP)
2. SIP Dashboard, Reports &Notifications (PP,PA,CA)
3. Online transaction on OFA Client App(CA)
4. Paperless Client on -boarding for NSE&BSE transaction(PA) (PA)
5. E-KYC(PP,PA,CA)
6. Financial Tools & Calculators (PA,CA)
7. Business opportunity reports (PP)
8. OnlineTxn –BankMandate(PP,PA) &XSIP(PP,PA,CA)
9. Scheme Details (Fact sheet) (PP,PA,CA)
10. Investor Details(PP,PA,CA)
11. Client Risk profiling (Stand Alone)(PP,PA)
12. Profitable & Loss making folios/schemes(PP)
13. Notional Capital Gains report (PP)
14. MF Maturity reports (ELSS &Close -ended) (PP)
15. AUM Growth Details/Dashboard (PP)
16. Business statistics Dashboard (PP)
17. Self Branded Pings (from PA)
18. Family-wise scheduled portfolio report
19. MF portfolio valuation report (new improved)

Who can view: Everyone
Webinar Price: Free
Webinar ID: dae8768c22d1
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