BWI: Perfios Launches Cloud Based Application for Independent Financial Advisors

Press release from Business Wire India
Source: Perfios Software Solutions Ltd.
Wednesday, October 19, 2011 11:08 AM IST (05:38 AM GMT)
Editors: General: Consumer interest; Business: Banking & financial services, Business services, Financial Analyst
--------------------------------------------------
Perfios Launches Cloud Based Application for Independent Financial Advisors
'Perfios Advisor' to enable Independent Financial Advisors manage their client portfolio

Bangalore, Karnataka, India, Wednesday, October 19, 2011 -- (Business Wire India) -- -- Perfios Advisor provides a holistic view of client's portfolio which enables the advisor to provide better services to clients
-- Independent Financial Advisors can enable their clients to login directly to their Perfios account through their website
-- Perfios is promoted by serial entrepreneur V. R Govindarajan, co-founder of Aztecsoft

Catering to the needs of independent financial advisors, Perfios - India's leading personal finance management solution has introduced 'Perfios Advisor', a cloud based application. Perfios Advisor, enables the independent financial advisors to manage all their clients' portfolios from a single application. The new application by Perfios not only provides access to the parts of the portfolio managed by the advisor, but also can provide access to other aspects of the portfolio, ultimately providing a holistic view to the advisor.

Through the Perfios solution, the advisor gets access to not only standard investment asset classes such as mutual funds and equity, but also all aspects of one's personal finance such as loans, bank accounts, small savings, fixed deposits, insurance and real estate (with client's permissions). As a result, the advisor can provide better and informed advisory services to the client, resulting in greater client satisfaction. Also, Independent Financial Advisors can enable their clients to login directly to their Perfios account, in turn giving better positioning, page views and branding for the financial advisor's website.

Commenting on the launch of the new product, Mr. V.R. Govindarajan, Co-founder and Director, said, "Today, a typical advisor gets to see only the portion of the portfolio managed by him. As all of us know, most end users do not work exclusively with only one advisor. As a result, an advisor may not be able to provide an optimal portfolio allocation as he does not have a complete view of the client's portfolio. Perfios Advisor solves this problem by providing a complete portfolio view of a client to the advisor. As a result, the advisor can provide more valuable advisory services to his clients, resulting in increased customer satisfaction and could lead to providing more relevant products and services to clients."

For more details, please visit www.perfios.com or mail support@perfios.com.

About Perfios:

Perfios offers an innovative Personal Finance Software Application that provides a 360 degree view of one's Personal Finance, with very little manual intervention. It helps manage Personal Finance in a Safe and Trusted Environment and help users analyze and understand their Personal Finance in a simple, easy and secure way. From bank accounts to credit cards, investments and taxes, every detail of one's Personal Finance can be tracked and managed by the Perfios Software. Perfios is also completely Indian in character; it is also constantly updated with the latest regulatory requirements including Tax Laws.


CONTACT DETAILS
Suraj Dubey. K, Aim High Consulting, +91 9036324705, suraj@aimhighindia.com
S P Bharath Kumar, Aim High Consulting, +91 9886365560, bharath@aimhighindia.com

KEYWORDS
CONSUMER, BANKING, BUSINESS SERVICES, Financial Analyst

If you wish to change your Business Wire India selection please click on this link http://www.businesswireindia.com/media/news.asp and use your personal username and password to login.

Submit your press release at http://www.businesswireindia.com