The PROFIDA® Professional Edition is used in the Financial Services Industry since 2001.
It is the only platform available which adapts to the need of all kind of intermediaries, be it for you, the Financial Planner, or the Short-Term Broker or for the full service financial services firm.
PROFIDA® record keeping, document management, and event log facilities assist intermediaries of being FAIS compliant in terms of record keeping.
A library of printouts gives detailed short, to-the point reports in English or Afrikaans. Reports can be customised by adding signature lines, text, logos and graphs. You can create your own letters and newsletters and manage bulk or segmented mail-merge distribution.
Although PROFIDA® is developed using state of the art software technology for workstations, laptops and networks the solution is affordable, yet scalable for small and large implementation.
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