Adviser Portal
A Digital Marketing Hub for AMAFA advisers.
Mainstay: “the most important part of something, providing support for everything else.”
Mainstay is the go-to platform for all AMAFA advisers.
AMAFA’s online fact finding platform. Send your clients a secure web form and track progress.
AMAFA’s proprietary web-based Revenue and Commission payment system – track your commissions and revenue.
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If you are a professional who strives to build long-term relationships with your clients and is committed to providing an honest, ethical, and outstanding service…
Check out AMAFA’s Pricing and Fee Comparison through this link >> Pricing and Fee Comparison Calculator
Danielle Coventry
Engage Financial Planning
AMAFA is a very supportive and collaborative licensee. I have been with AMAFA since 2014 when I was establishing my business. Throughout that time the team at AMAFA have supported my evolving needs, providing support whenever called upon and always being responsive to anything I have ever asked. The community of advisors they have created is more like a supportive family filled with people you can speak to for peer-to-peer support as your business grows. I would recommend AMAFA to any prospective business looking for a great licensee to partner with.
Marybeth Banks
MB Financial Group
Our business would not be where we are today without Keith & Cheri and the support that we receive from AMAFA. Being solely in the Financial Planning industry my whole working life – it was all I knew, so the thought of venturing into Mortgage Broking was at first daunting. However, with the guidance, systems and processes made available by AMAFA we’ve managed to grow our Finance side of the business exponentially! Mortgage Broking brings the clients to MBFG, and Financial Planning is just a part of the process for all clients to ensure they receive the holistic advice that everyone should experience. After all, we have all the Fact Find information when doing the Financial Plan, so it just makes sense! I’d recommend taking the leap to anyone, and I am so thankful that we did this with AMAFA!
Matthew Prentice
Madd Life
Working with AMAFA as our licensee for several years now has been a very positive experience and we’ve been able to grow our business into what it is today thanks to their support.
Ken Filbey
Ken filbey Financial Services
For the short time I have been with AMAFA, I have noticed a significant difference in the ease of doing business compared to my previous Licensee. I now have reduced stress within me and the business. The AMAFA team are always there for our business, and when you need things done, as well as systems training, they are very prompt in coming to help you. And most importantly, I have saved a significant amount on License fees and reduced admin, the ease of doing business now also, frees us up to write more new business.
Michael Ord
Coremotion Financial Services
Since I joined AMAFA, I have been able to get on with the business of doing business in a compliant, friendly, and capable manner. Being a boutique Dealer group has allowed them to move with the times, stay ahead of trends, and work collaboratively with us to run a better business.