Free

Details

  • Released
  • Updated
  • May 16, 2017
  • June 25, 2026

Features

OFA Partner screenshot #1 for iPhone
OFA Partner screenshot #2 for iPhone
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OFA Partner screenshot #7 for iPhone
OFA Partner screenshot #8 for iPhone
OFA Partner screenshot #9 for iPhone
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About

This app helps financial advisors manage their business and client relationships. It provides tools to track business performance, view client portfolios, initiate mutual fund transactions, and access financial calculators.

Business dashboard
Online MF transactions
Client portfolio view
Mail portfolio reports
Financial calculators
Query management
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What's New in OFA Partner

6.02.26

June 25, 2026

Improvement with minor bug fixes

User reviews

Worst MFD platform ever

I bought my mfd subscription 15 days before and found this is the worst software i have ever use, client portfolio report is the worst like no effort done on this. They refuse to refund even 50% in just 15 days of use. Dont fall into their trap. Their manager Roshni is the biggest thug of this industry
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Promoting OFA

Promoting OFA… It does not promote distributors. To verify, Please check Your client’s message and emails while they log in. You will find OFA’s email address and messages instead of Yours.

Recent update

It is total failure, many clients are not able to access their own investments getting message “You do not have access to investments” some clients get blank page after login to their account, some clients gets message “Invalid holding status”

The customer care is clueless what to reply and how to resolve. The seniors are not updated neither they are accessible. Do no ot know the product incharge who never interacts
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Crashes a lot

This app is very unreliable. App crashes a lot and the data does not load properly.

Poor and unprofessional services

We moved away from OFA 4 years back because of poor services. The sales team managed to convinced that a lot has changed in last 4 years and made all the commitments to convince us which they can’t fulfil now. It was a mistake on our side to go with OFA once again. After using OFA again in the year of 2023-24, here is my honest review: The commitment made during sales process are not honoured. The system doesn’t show updates on time. Most of their features are not reliable. You will end up spending half of your time with OFA to get the right business visibility which otherwise your could spend to grow your business. After sales service is still very poor and unprofessional. A serious business owner should not go with OFA at all, instead pay a little more but find a better service provider.
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Developer apps

FAQ

What is OFA Partner used for?

OFA Partner is a utility app for registered Independent Financial Advisors (IFAs) to manage their business. It helps track business performance, view client investment portfolios, and initiate online mutual fund transactions.

Is OFA Partner free to use?

Yes, OFA Partner is available for free. The app is listed as 'Free' in the app store, and there are no indications of subscription fees or in-app purchases.

What kind of transactions can I initiate with OFA Partner?

OFA Partner allows for online mutual fund transactions. It is integrated with the Exchange for these financial operations.

Does OFA Partner offer any tools for financial planning?

Yes, OFA Partner includes financial calculators to assist IFAs. It also provides features like client-wise portfolio views and transaction tracking.

How secure is OFA Partner for managing client data?

While the app is designed for business management, the provided description does not detail specific security measures for client data. Users should exercise caution and refer to OFA's privacy policy for more information.

What devices is OFA Partner compatible with?

OFA Partner is available for iPhone and iPod devices. It is designed for mobile use on these platforms.

How often is OFA Partner updated?

The latest version of OFA Partner is 6.02.25, and it was last updated on March 19, 2026. This indicates a recent update, suggesting ongoing development and maintenance.

Can OFA Partner be used by non-registered IFAs?

No, OFA Partner is specifically meant for IFAs who are registered with OFA. It is a specialized tool for their business needs.