Advise. Grow.

Full Featured Multi Asset Reporting + Seamless Online Transactions +
Power Packed Financial Planning + Custom-built CRM for the Modern Advisor.

All bundled into one!
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WHY IFAnow

A product built keeping in mind - YOU.

Multi Asset Portfolio
Report

One window view of all your clients' assets. Right from Mutual Funds to Stocks, Fixed/Recurring Deposits, Insurance Policies, PPF, NSC, Tax Free bonds etc.

Seamless Online Transactions

Built on top of NSE-NMF. World class user interface designed to give your clients a truly breathtaking experience. Seamlessly integrated with reporting and planning modules.

Revolutionary Task management tool

A great way to stay on top of operational activities. Assign tasks to your team members, define sub-tasks, set due dates, facebook like commenting tool and much more.

Power-packed financial planning

Equipped with industry's based goal based planning tool to help you retain & increase AUM. Bundled with insurance planning, asset allocation, risk profiling and much more.

Benefits to you

A product built keeping in mind - YOU.
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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.

Say bye-bye to managing multiple excel sheets

Managing multiple excel sheet for financial plans is troublesome, worrisome, messy and time consuming. With IFAnow you can generate beautiful, actionable financial plans in a jiffy. It is comprehensive, yet easy to use.

Save money with an all-in-one
software

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!

Retain your identity with a Completely white labeled solution

We respect your individuality. With IFAnow you get a full featured online platform to manage your clients and still retain your identity. We simply work in the backend giving you all the tech tools you need.

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Create financial plans at the click of a button!

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Why online tech startups are good news...

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Regional Finalist - India Startup Challenge

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