Information

IFA CONNECT

Category Financial
Compatibility : Mobile Application (iOS, Android)

Languages : Thai / English

Copyright :  © Principal CIMB

IFA Connect — The New Essential Tool for Independent Financial Advisors!

In today’s fast-moving investment landscape, speed, accuracy, and confidence are everything. IFA Connect is designed specifically for Independent Financial Advisors, helping you manage every step of the advisory journey on a single, seamless platform — from onboarding new clients to monitoring real-time portfolio performance.

Why every IFA needs IFA Connect:

• Simplifies complex workflows and saves valuable time
• Ensures confidence with secure, reliable, and compliant processes
• Enhances advisory quality with updated and comprehensive data
• Delivers a professional and smooth experience to every client

Powerful Features that Support Real IFA Workflows:

• Easy Onboarding: Open client accounts faster and more efficiently
• Portfolio at a Glance: Instantly view overall client investment performance
• End-to-End Transactions: Buy, sell, and switch mutual funds in just a few taps
• Stay Informed: Receive the latest investment news, training sessions, and updates from Principal
• Complete IFA Toolkit: Access fund information, recommendations, and essential documents in one place

Empowering IFAs to Serve with Professionalism and Precision
Whether you’re analyzing portfolios, providing tailored recommendations, or sharing important documents with clients — everything can be done within the app. IFA Connect helps you deliver a more complete, insightful, and trusted advisory service, ultimately supporting your clients in reaching their investment goals.