All the complexities boiled down into
a brilliant user interface.
You can initiate transactions, allow clients to complete transactions, do goal based transactions, manage investor privileges and much more. A brilliant user interface allows you to provide your clients with a singular experience to manage reports + planning + transactions all in one place.
Goal based transaction platform that'll set a benchmark
Our revolutionary goal based transaction is bound to set a benchmark in the Indian personal finance industry. This is one comprehensive platform that gives you access to an integrated system experienced never before. Now's the time to start talking the goal based language with your clients.
Complete control with client wise privileges
Want to introduce this as a premium service for select clients? Don't want unnecessary redemptions? We've got you covered. You can assign privileges at client level for complete control.
Real time transaction status monitoring
With real time transaction status monitoring you are always in control of what's happening. See list of all your transactions across the client base at one place.
Shortlisted schemes to shorten transaction execution time
With this feature you can save a lot of time every time you initiate a new transaction. No need to gaze through thousands of schemes. Just shortlist your regular schemes you always recommend and you are good to go.
Completely white labelled
Transact on your own ARN code. We respect your identity. With IFAnow's completely white labeled platform your client's conviction about your practice increases manifold. We're happy to be at the backend, giving you all the powerful tools to help you grow your practice.