Perfios is a personal finance software that allows independent financial advisors to manage the portfolios of high net worth clients online. Advisors can access individual client accounts, generate over 30 reports, upload statements, store documents, link accounts, and automatically update account values. Clients also have full online access to view their portfolio, see automatic updates, and access up to 30 reports shared by their advisor. The software aims to help advisors and clients better manage finances including mutual funds, equities, insurance, real estate, taxes, and more.

1. www.perfios.com

2. Best suited for Medium/ Small IFA’s to manage HNI/ Top clients www.perfios.com

3. Advisor View www.perfios.com Copyright © 2008-2011 Perfios - Personal Finance Software. All rights reserved.

4. Your client account Your client account Perfios Advisor www.perfios.com Your client account Your client account Copyright © 2008-2011 Perfios - Personal Finance Software. All rights reserved.

5. Open to get into your client portfolio www.perfios.com Copyright © 2008-2011 Perfios - Personal Finance Software. All rights reserved.

6. Manage the entire portfolio of your client, individually www.perfios.com Copyright © 2008-2011 Perfios - Personal Finance Software. All rights reserved.

7. Generate more than 30 reports and save for client view www.perfios.com Copyright © 2008-2011 Perfios - Personal Finance Software. All rights reserved.

8. Do a lot more, upload e-statements, store documents, link accounts, Automatically update accounts, export data etc. www.perfios.com

9. Log out to go to the Advisor App. Open to get into the next client’s portfolio www.perfios.com

11. Client gets full online access

12. Automatic client’s portfolio update

13. Upload e-statements in seconds

14. Manage Mutual Fund, Equity, Insurance

15. Also mange Real Estate, Fixed Deposits

16. Even Loans, PPF accounts, etc.

17. Income Tax computation and online Filing

18. Online documents storage

19. Auto-update MF/Equity accounts

20. Create and share 30+ reports with your clients

21. Automatic alerts through email and smsCopyright © 2008-2011 Perfios - Personal Finance Software. All rights reserved.

22. Platinum account benefits to your client

23. For more details contact: Aditya Prasad adi@perfios.com9886039444 / 080 40939650 www.perfios.com

24. Copyright © 2008-2011 Perfios - Personal Finance Software. All rights reserved. www.perfios.com