OFA Partner vs Wylth Pro

The SMARTEST, FASTEST and SIMPLIEST updated OFA Plus is here A one stop solution for IFAs to cater all their business needs. OFA Plus (Omni Financial Advisor) is a uniquely created app for IFAs to improve their client engagement and grow their business - Digitally. This app allows IFAs to track their business on the go, view their client’s investment portfolio, initiate online mutual fund transaction and much more. 
Key features of OFA Advisor app: • Asset-wise business dashboard • Online MF transaction (Exchange integrated) • Client-wise portfolio view • Mail portfolio report • Track client-wise transaction • Financial Calculators • Self-branded images • OFA Insights • Multi-ARN facility • Query Management System • TXN Auto Upload Dashboard Disclaimer:

Meant for IFAs who are registered with OFA. Although due care has been taken, we do not guarantee accuracy, completeness and authenticity of the information. This is only a utility and shall not be construed as any investment advice. We are not responsible for any discrepancies in any case whatsoever. No representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of information. OFA cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing in this mobile app & its website.

Truly independent multi-asset white-label platform for Independent Financial Advisors (IFA) including Mutual Fund Distributors (MFD) and Registered Investment Advisors (RIA). This application is only MFDs and RIAs who have taken Wylth platform subscription. - Service your clients conveniently any place anytime. - Manage your financial advisory business on the go. - Track performance of your relationship managers and their sales target. - Generate investor reports quickly at the tap of a button. - View the status of placed mutual fund orders.