Easy Life for Financial Advisors
Easy Life for Financial Advisors (ELFA)
Easy Life for Financial Advisors (ELFA) is the most comprehensive personal finance application in India to help financial advisors serve their customers - the investors - better, without investing heavily in back office resources.
ELFA is a web application and is being made available to our customers on an annual subscription basis. This makes it easy for our customers to get started immediately without any capital investment in expensive hardware and networking equipment.
Who can use ELFA? There are two kinds of customers who can use ELFA:
Investors can subscribe to ELFA to manage their own and their family's complete personal finance.
- Financial Advisors:
Investment managers, insurance agents, mutual fund agents, sub-brokers, i.e. any firm or organization that provides investment related services to their customers can subscribe to ELFA and manage the investment information for each of their customers.
- Manage Real Estate and Other Precious AssetsEnter complete information on your physical assets - land & buildings, vehicles, computers, machinery, furniture, consumer durables, jewellery and precious metals. Manage income from assets, such as rent. Generate Net Worth Report to include all assets and liabilities covering both financial and physical assets to have an accurate view of what you or your family is worth financially. Store information on maintenance contracts of your assets and get timely reminders on contract renewal.
- Annual Subscription:
No large capital outlay on IT equipment, get started immediately, no maintenance costs, no need for any expensive IT skilled people
- Superior Service through Anytime, Anywhere access:
ELFA is a web application, so you can access information anytime from anywhere with just an internet connection. This gives tremendous flexibility in servicing customers or accessing your own data.
- Increase business:
Financial advisors can increase business by offering a superior service to their clients. They may also provide their clients with direct access to ELFA, thereby encouraging the investor to put all investments through you, instead of spreading his investments through different channels. This will result in increased business over a period.
- Lower costs:
Reports can be produced at a click for a large number of investors and e-mailed to them. Clients may also be given direct access, which will minimize the need to send reports. This would reduce the need for back office staff to meet clients information needs, resulting in lower overall costs.
Fo more information Please visit site Easylife.in
Live Sales & Support Service