Principal IFA Connect

IFA Connect empowers Independent Financial Advisors (IFAs) to manage customer investments with speed, confidence, and efficiency—all in one platform.

Key Features:

- Easy Onboarding – Open customer accounts quickly and seamlessly
- Portfolio at a Glance – Monitor customer portfolios and track advisory performance anytime, anywhere
- End-to-End Transactions – Initiate buy, sell, and switch mutual fund orders for customers with ease
- Stay Informed – Receive the latest news, training, and updates from Principal Asset Management
- Complete IFA Toolkit – Access fund information, recommendations, and essential documents in one place

With IFA Connect, Independent Financial Advisors can deliver professional, informed, and comprehensive advisory services—helping customers achieve their investment goals.

Principal Asset Management Co., Ltd
44 CIMB THAI Bank Building, 16th Floor, Langsuan Road, Lumpini, Pathumwan, Bangkok 10330

Contact:
Email: [email protected]
Tel: 02-686-9500
Website: www.principal.th
Facebook: Principal Thailand
LINE: @PrincipalThailand