L&T Infotech has developed a financial planning app — L&T Mutual Fund iAdvise — for L&T Mutual Fund, a subsidiary of L&T Finance.
This mobile app, developed for Independent Financial Advisors (IFAs), is currently available on the public application stores of Apple iStore and Google play, said L&T Infotech.
“Mobility is an important part of an organization’s digital strategy. The application iAdvise will be a great enabler to achieve customer reach and will add competitive advantage for L&T Mutual Fund. For our Mobility Practice, this is another step forward in creating a complete suite of applications in Banking Finance and Securities space,” said Mukesh Aghi, chief executive (Services Cluster), L&T Infotech.
iAdvise app provides a comparison feature to help the IFA compare mutual fund schemes; a news and insights section to help the IFA stay updated; tools & calculators for financial planning and a section which provides access to often used forms and documents. It also provides reports and latest transaction information.
The IFAs can correspond with their clients through the application. It leverages features of the Apple and Android platforms including push notification messaging, native graphical charting and plotting, in-built email applications and MS Excel file generation.