Get better organized and stay on top of your work
IFAnow was thoughtfully conceived to help you get organized like never before. Be it, working with minutes of the meeting or keeping a track of the action plan items. Be it, managing and assigning tasks to your team or reviewing a financial plan. We've got you covered.
Score a perfect 10 on compliance matters.
Increasing regulations call for stricter compliance. It can be intimidating. But with IFAnow, not so. We've made sure that things like client risk profiling, asset allocation recommendations, minutes of the meeting etc. are stored for easy retrieval.
Save money with an all-in-one
No more wasting money on multiple software for financial planning, risk profiling, CRM or portfolio reporting. With IFAnow, you can also upload your manage all these plus provide a seamless online transaction platform to your clients.
Delight your clients with Industry's most advanced portal
With IFAnow you can give login access to your clients. They can view portfolio & goal tracking reports online, check out the financial plan & much more. Industry's most advanced online portal is all yours. Talk about the art of delighting!