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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A product built keeping in mind - YOU.

Multi Asset Portfolio

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.

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

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.

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

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