<p>Total respondents &ndash; 142</p>

<ul>
	<li>Red Vision- 35</li>
	<li>Investwell -26</li>
	<li>NJ- 21</li>
	<li>Fin Sys- 19</li>
	<li>Other -10</li>
	<li>Subchintak- 7</li>
	<li>Wealth Magic- 7</li>
	<li>Funds Magic- 7</li>
	<li>Prudent- 6</li>
	<li>Optimum- 4</li>
</ul>

<p><strong>Red Vision</strong></p>

<p>35 out of 142 IFAs who responded use Red Vision software. Most of them are satisfied with the software. A lot of IFAs have rated this software as 7 or 8 out of 10. Some of the concerns were:-</p>

<ul>
	<li>&ndash; Lacks IRR Calculations.</li>
	<li>&ndash; Sales support needs to be improved.</li>
	<li>&ndash; Financial planning module should be improved.</li>
	<li>&ndash; Loan portfolio should be added.</li>
	<li>&ndash; Family wise SIP data not perfect.</li>
</ul>

<p><strong>Investwell</strong></p>

<p>26 out of 142 IFAs who responded use Investwell Software. Most of them are satisfied with the software. One of the main feature is multiple asset/product information can be fed in the software. Some of the concerns were:-</p>

<ul>
	<li>&ndash; Service concerns.</li>
	<li>&ndash; Using old technology.</li>
</ul>

<p><strong>NJ Funds Platform Software</strong></p>

<p>21 out of 142 IFAs who responded use NJ Funds Platform Software. Except a few, most of them are extremely satisfied with the software. The software is user friendly and helps an IFA to focus on sales. There were no major concerns given by any IFA.</p>

<p><strong>Finsys</strong></p>

<p>19 out of 142 IFAs who responded use Finsys Software. The views are split. Some IFAs are satisfied with the software. Most IFAs expressed concerns about the software and not very happy about it. Some of the concerns were:-</p>

<ul>
	<li>&ndash; Slow.</li>
	<li>&ndash; Benchmark Index returns not provided.</li>
	<li>&ndash; Online feature needs improvement.</li>
</ul>

<p><strong>Shubchintak</strong></p>

<p>7 out of 142 IFAs who responded use Shubhchintak Software. Mixed response on safistaction. Support provided is good.</p>

<p><strong>Wealth Magic by Datacomp</strong></p>

<p>7 out of 142 IFAs who responded use Wealth Magic Software. All IFAs who responded are satisfied with the software.</p>

<p><strong>Prudent Partner Desk</strong></p>

<p>6 out of 142 IFAs who responded use Prudent Partner Desk Software. All IFAs who responded are happy with the software.</p>

<p><strong>Note &amp; Disclaimers:</strong>&nbsp;The summary of the survey reflects the views of IFAs across the country and not the publisher of the survey results. This analysis and report doesn&rsquo;t recommend any particular software. No liability is assumed for the survey results.</p>