Become an Independent Financial Advisor with AAA Tab

AAA, a mobile office solution, helps you manage your client’s investments, access quality research, help you learn the nuances of finance and monitor your business performance all within a single device.

Markets Research Invest Monitor Report Learn

Become an advisor
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It’s AAALL you need to be an
independent financial advisor

Markets

  • Snapshot of the Today's market
  • 4 Customisable watch-lists
  • Advanced charting tools
Market iPad

Research

  • IIFL View - Robust Research on 500+ stocks by a Team of Sector Specialist Researchers
  • Ideas to Trade - Real Time Push of Ideas for Trading
  • News, IIFL Buzz & Comprehensive Valuation Matrix for Various Companies
Market iPad

Invest

  • Sell MF, Insurance, FD, Loans, IPO, NPS NFO / FMPS 
  • Insurance / Fixed Deposits / IPO / NPS / Loans
  • Know how on Other Financial products like AIF, PMS, Structured Products etc.
Invest iPad

Monitor

  • Track your performance (Revenue Generated, AUM, No. of clients)
  • Inactive Clients / Client concentration / Client Activation status / Missed SIPs, Maturing SIPs
Monitor iPad

Reports

  • Detailed Client reports on Holdings, Live P&L, Ledger, Capital Gain statement
  • Real time updation of Trade book, Order book, Ledger
  • Comprehensive 360° Client MIS Report
Reports iPad

Add User 

  • Integrated online E-KYC process which makes customer on-boarding completely paperless and hassle free
  • Register a Marketing Associate under you and get a share of business done by him
Market iPad

Learn

  • IIFL Academy offers comprehensive knowledge on all financial products Offers specialised training & Mock test paper on NISM VA Exams which helps you become an AMFI registered distributor
  • Soft skill training techniques to improve your knowledge and approach clients more confidently
Learn iPad

More Unique Features

  • Transfer Holdings of your client from other ARN to your ARN
  • Compare Mutual Funds
  • InvestorQ and Research Reports
More Unique Features iPad

AAA is an all rounder, here
from our successful advisors

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