I strongly encourage fellow advisors to give the system a try and I am sure it will prove to be a refreshing change compared to the other solutions available.
Founder & CEO, Advent Financial
Other Demo Videos:
IFAnow Overview Demo (Short)
Goal Based Planning on IFAnow
Online Transactions on IFAnow
Goal Based Online Transactions
How Insurance Planning works
How to Generate a Financial Plan
Giving Login Access to your Clients
Manually Adding Clients
Mapping Unmapped Folios
Linking Mutual Funds to Goals
Can we integrate IFAnow with our website?
We provide a login form which can be integrated with your site. Please get in touch if you wish to avail of this facility.
Is this a cloud based software or desktop based?
IFAnow is a cloud based software which means you can access it from anywhere, any time.
Can we give online login access to our clients?
Yes you can. IFAnow is an online software and it allows you to provide login access to your clients. We are sure, our thoughtful design will help them understand their finances in a refreshingly simple way. (Read more)
Can we upload MF transaction feeds from RTA?
Yes, we support an exhaustive list of RTA files like transaction feeds, folio master files, SIP/STP files, AUM master files etc.(See Full List)We also support Auto Upload of CAMS, Karvy and Franklin Data
Do you provide white labeling options?
Yes, IFAnow is a white labeled software. Which means you can retain your identity and confidently showcase our beautiful product to your clients. The application showcases your logo and the URL also carries your branding.
Do you have a mobile app for our clients?
Yes, With IFAnow, your clients get a full featured white labeled mobile to track their portfolios. On the Google and Apple app store we will place your apps with your company name and logos. We simply work in the backend helping you grow.
What is the pricing?
We have affordable pricing plans that suits your needs. Click here to know more (Pricing Plans)