ProfIda.co.uk is software for Independant Financial Advisers
Title
PROFIDA :: Financial software for IFAs, financial planners, brokers and agents
Description
Excerpted from the website:
- PROFIDA® is a software suite that allows IFAs, advisers, brokers and administrators to efficiently manage their detailed client and product information. PROFIDA® is used by over 400 clients worldwide and has grown from an in-house, single-user package to a multi-user, multi-site enterprise application capable of meeting the high-demands placed on software by the insurance and financial industries.
Languages
English Afrikaans German
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Additional Information
- Contact:
External Links
Categories:
- Administrator
- Adminstration
- Advisers
- Advisors
- Agents
- Asset
- Assurance
- Brokerage
- Brokers
- Call Centre
- Commercial
- Commission
- Compliance
- Debit Order
- Document Management
- Domestic
- Download
- Employee Benefit
- Financial Planning
- Financial Service
- Funeral
- Group Scheme
- Health Care
- IFA
- Insurance
- Intermediary
- Investment
- Life
- Medical
- Policy
- Portfolio Management
- Profida
- Security
- Short-term
- Software
- Unit Trust