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software for ifas

IFA-Planet is India's first comprehensive asset management portal with...

📦 .zip⚖️ 95.2 MB📅 02 Jun 2026

IFA-Planet is India's first comprehensive asset management portal with the clear objective to empower every IFA with Technology. Paresh Madani, CEO &.

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Suppliers of specialist online software for IFAs, financial and mortgage ad...

📦 .zip⚖️ 50.8 MB📅 25 Jan 2026

Suppliers of specialist online software for IFAs, financial and mortgage advisers allowing focus on clients not administration.

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They're the friendliest nerds on campus, ready to help IFAS personnel ...

📦 .zip⚖️ 21.6 MB📅 04 Sep 2025

They're the friendliest nerds on campus, ready to help IFAS personnel and IFAS-IT software users with their computing needs. Visit their web site to find out.

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IFA Software, Back office, front office, software for performing business p...

📦 .zip⚖️ 120.6 MB📅 13 Mar 2026

IFA Software, Back office, front office, software for performing business processes for financial advisers, software for financial advisers.

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JCS - Advanced Financial Planning and Administration Software for IFAs....

📦 .zip⚖️ 115.4 MB📅 20 Feb 2026

JCS - Advanced Financial Planning and Administration Software for IFAs.

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witsIFA is an online IFA software package which allows you to work from the...

📦 .zip⚖️ 67.6 MB📅 06 Feb 2026

witsIFA is an online IFA software package which allows you to work from the office, from home or when on the road.

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The Startup Guide for Independent Financial Advisors (IFAs) provides guidan...

📦 .zip⚖️ 38.7 MB📅 23 Apr 2026

The Startup Guide for Independent Financial Advisors (IFAs) provides guidance “Thank You very much for your support and building such a useful software.”.

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IFAnow is a Comprehensive Financial Planning software for Indian market. Ev...

📦 .zip⚖️ 118.1 MB📅 12 Oct 2025

IFAnow is a Comprehensive Financial Planning software for Indian market. Even though they have branded their application as IFA”NOW” it is a solution with.

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INVESTWELL SOFTWARE Join + IFAs running on Investwell. ClientLogo. Interest...

📦 .zip⚖️ 31.1 MB📅 17 Mar 2026

INVESTWELL SOFTWARE Join + IFAs running on Investwell. ClientLogo. Interested? Get in touch. Please fill the form below and we will call you back.

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with the rise of databases, platforms and software; all built from the grou...

📦 .zip⚖️ 21.5 MB📅 23 Feb 2026

with the rise of databases, platforms and software; all built from the ground up in the Advisers want more from pension product providers.

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Financial planning, research, reporting and compliance software for profess...

📦 .zip⚖️ 20.9 MB📅 08 Nov 2025

Financial planning, research, reporting and compliance software for professional advisers We provide access to a wide range of software based solutions to.

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Cashflow Modelling Software for IFAs - UK's market leading Lifelong Ca...

📦 .zip⚖️ 22.4 MB📅 10 Feb 2026

Cashflow Modelling Software for IFAs - UK's market leading Lifelong Cash Flow Modelling tools. Offering unrivalled support & service since

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Importance of an Integrated CRM for IFAs/Financial intermediaries. The mode...

📦 .zip⚖️ 26.8 MB📅 18 Nov 2025

Importance of an Integrated CRM for IFAs/Financial intermediaries. The modern financial intermediaries are clearly focusing on more client-focused services.

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Perfios Advisor solution is specially designed for Independent Financial Ad...

📦 .zip⚖️ 101.7 MB📅 03 May 2026

Perfios Advisor solution is specially designed for Independent Financial Advisors (IFAs) who would want to manage their clients' portfolio on a single platform.

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SSP Adviser is a modern, web-based client and policy management solution de...

📦 .zip⚖️ 38.6 MB📅 08 May 2026

SSP Adviser is a modern, web-based client and policy management solution designed for IFAs, wealth managers and financial service professionals.

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