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Cofunds and Profida have been working together to provide our customers with the functionality to access
real time portfolio valuations.
The AT8 Group uses Profida as an example of a market specific solution in their blog titled
Is there a place for SaaS in financial services? - Nov 5th 2009 Alexander Craig.
"Profida have made a bold, market-specific move. In July this year they launched a full end-to-end business automation solution
and made it available as SaaS. As you’ll see from their web site (which has some handy video tutorials) they aim to provide
everything an IFA needs to run their business, from initial client capture to on-going reporting and analysis.
They even allow their customers to provide a simple branded on-line ‘portal’ that they can point their clients at.
This is a good thing. It allows an IFA to present a solid and professional on-line image and reduce legwork by getting clients
to complete their own initial on-line Fact Finds etc. A super example of business efficiency and customer interaction best practice."
Read the full article at the AT8 Group blog.
Our October release sees new functionality arrive for reporting. We are also doing an online campaign
about Profida with IFALife.
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Profida joins the twitter family. All the latest software updates and releases as well
as news will be posted to twitter.
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In our September update we bring you important functionality in terms of growing and marketing your own company branding.
Profida now offers you the option of branding Profida with your own logos and site colours.
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Profida Web Edition has arrived. View our newsletter for functionality updates, tutorials and
special offers.
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Profida has extended its product range to offer a new web edition. The move
online means we now offer our customers a fully managed service, accessible via the web.
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Profida expands into the UK market.
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