The all-in-one app for Independent Financial Advisors (IFA)
Principal IFA Connect — description
IFA Connect empowers Independent Financial Advisors (IFAs) to manage customer investments with speed, confidence, and efficiency—all in one platform.
Key Features:
- Easy Onboarding – Open customer accounts quickly and seamlessly - Portfolio at a Glance – Monitor customer portfolios and track advisory performance anytime, anywhere - End-to-End Transactions – Initiate buy, sell, and switch mutual fund orders for customers with ease - Stay Informed – Receive the latest news, training, and updates from Principal Asset Management - Complete IFA Toolkit – Access fund information, recommendations, and essential documents in one place
With IFA Connect, Independent Financial Advisors can deliver professional, informed, and comprehensive advisory services—helping customers achieve their investment goals.
Principal Asset Management Co., Ltd 44 CIMB THAI Bank Building, 16th Floor, Langsuan Road, Lumpini, Pathumwan, Bangkok 10330