“Which Back-Office Software You are Using ? WHY ?

I am using MFBox from AdvisorKhoj, reason is whatever data required as a MFD's are available with ease. You can also upload CAS and portfolio is ready for review.

Red vision for Back office and MF tool for Proposals.
Red vision = good support and look.
MF tool = Reports are very good.

Using IFA Planet & recently empanelled with Advisor Khoj MF Box

ifa planet. no as of now working good..

using Wylth since 1year but UI is slow, will think to change.

i am using ticker wealth

I am using Mf box by advisorkhoj.
I am happy with it.

As if now MFBOX by advisorkhoj. But not much happy with it.. looking for a change at reasonable price

Wylth. Regular update made me to stick to this Software. Not fully satisfied but work going on.

IFA Planet. But looking for a change as they are not upgrading their software.

Really confused between IFA Now and MFBOX

I am using IFA NOW. Satisfied with it. but require more features like
1) Integration with ZOHO CRM
2) Portfolio Review utility
3) Integration with whats app business api

MFBox Advisorkhoj

Best Features & research

IFA Planet

M2M. Based on recommendations of the peers and the cost structure, features included good enough to start with. Now, looking for an alternative to include more modules and features to serve investors better and manage practice in a better way

I am using Wylth at present for data accuracy and integration to MFU. Though it's bit complex software for investors.

IFA Planet. Joined them in their initial years and still using it. It’s cheap too. Solving the basic purpose. Tried Wylth once but it was very complicated. Need a multi asset software with financial planning, brokerage, sub-broker support and MFU integration. Should not charge on AUM. Premium featur

IFA Now

I am currently using Wylth, which I find to be excellent software due to its reasonable rates and regular updates. However, I am looking to explore additional software options that offer API integration with Zoho CRM. My goal is to use these tools alongside Wylth to streamline my workflow.

Investwell

IFA PLANET, Its reasonable rate

we are currently using IFA NOW , and very satisfied with the features and services they are providing . good part is they are not charging on AUM Basis