ALFA Client Management Software

ALFA Secure is an online account management sytem for Investment Funds, Brokers and Financial Advisors.

The system allows your clients 24/7 online access to their account and enables them to view statements, make transaaction requests, and update their own contact information.

You have total control over all your financial products, defining terms, fee structures and rules for deposits and redemptions. Clients can be grouped in any way you choose, you can add Profit/Loss instantly with automated Percentage Allocation Management (PAM) and manage all client communications though an integrated contact management system.

White label solutions ensure your clients see a seamless delivery of service in your corporate colours and all online transactions and data are secured by SSL certification.

Online Account Management Suite