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ifaBe is a simple and intuitive tool that helps independent financial advisors to quickly and efficiently manage portfolios and relationships.
Sample client account summary
ifaBe can be installed on either the client’s own servers or accessible via the internet (software-as-a-service (SAAS) mode hosted on our servers.
LOCAL MODE :
Application installs on client’s servers.
can be accessed simultaneously by multiple users.
passwords of accounts they wish to monitor.
Automatic updates of client’s financial data.
MINIMUM SYSTEM REQUIREMENTS :
The clients' computer can be MAC or PC.
The user accesses ifaBe via an internet connection.
Your data is stored securely on ifaBe’s servers.
Users have nothing to install.
Additional $50/month hosting fee applicable .
|Installation of single-user and network versions|
|Web access for end users|
|Multi - users|
|Customer relationship management|
|Customer risk profile and calculating portfolio risk (source MorningStar)|
|Automatic account updates|
|Electronic Document Management|
|Editing of Accounts|
|Morningstar RSS Feed|
|bulk email in microsoft word|