Advise. Grow.

Manage & grow your practice with the most advanced platform for financial advisors
Back Office Reporting + Financial Planning + Online Transactions + Billing & Invoicing + CRM

All bundled into one!
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Benefits to you

A product built keeping in mind - YOU.
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RETAIN YOUR IDENTITY WITH FULL WHITE LABELED SOLUTION

We respect your independence. With IFAnow, you get a full featured online platform to manage your clients and still retain your identity. We simply work in the backend helping you grow.

DELIGHT YOUR CLIENTS WITH ADVANCED ONLINE PORTAL

With IFAnow you can give login access to your clients. They can view portfolio & track goals, add data, authorize transactions etc. Industry's most advanced online portal is all yours.

EASILY COLLECT FEES FOR THE HARD WORK YOU'VE DONE

Sound financial advice delivery is hard. But calculating and charging fees is even harder! We’ve made this part of your practice a breeze. We want you to just focus on delivering great financial advice.

SAVE TIME WITH SEAMLESS ONLINE TRANSACTIONS

Executing transactions can be a pain. Especially when you have to login to a different portal, key in the data & so on. It’s frustrating. Now save time with an all in one integrated system that just works.

GET BETTER ORGANIZED AND STAY ON TOP OF YOUR WORK

Be it working with minutes of the meeting or keeping track of action plans. Be it, managing & assigning tasks to your team or writing a financial plan. We've got you covered. No more excel sheets!

SCORE A PERFECT 10 ON COMPLIANCE MATTERS

Increasing regulations call for stricter compliance. It can be intimidating. We've made sure things like client risk profiling, asset allocation, asset advice etc. are stored for future reference.

Advisor Testimonials

  • Customer Testimonails

    In an industry, which focusses on numbers, I came across IFAnow which spoke all together a different language. It focuses on clients‘ goals which is the USP of it. It is very hard to keep things simple but IFAnow has managed this excellently well. Most important to me is the direction in which they are going. As it is said, DASHA NAHI DISHA MAHATVAPOORNA HOTI HAI. Ronak has put in a lot of wisdom and experience in conceptualizing what Advisors would require in times to come.

    CA. Ashish Modani Founder & CEO, SLA Financial Solutions
  • Customer Testimonails

    IFAnow is a simple yet powerful tool. Exactly what we have been looking for. The design and layout of the site is extremely user friendly. It has really helped us deliver refreshing new experience to our clients. I am sure this is a game changer in the personal investment services industry. We are very happy and satisfied to use this platform. Kudos to the entire Team at IFAnow!



    Deepak Rao Founder & CEO, Simplus Financial Consultancy

Happy Users

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