Introducing Goal Based Reminders

Introducing Goal Based Reminders

Mutual Fund SIP is a great way to create long term wealth. In recent times, there has been a lot of interest all around due to various factors (mutual fund sahi hai ūüôā ). On top of it,¬†a lot of IFA and RIA are doing a great job in promoting the same.¬†Most of them educate the clients about¬†using SIP as a route towards goal fulfillment. To¬†further this cause,¬†¬†we are excited to bring an innovation in the personal finance industry. Up…

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Introducing Maturity & Renewal Reports

Introducing Maturity & Renewal Reports

Managing¬†various asset classes means more convenience to your clients and more income to you. But it also brings in more operational headache. Imagine, you are dealing in corporate fixed deposits, life insurance, general insurance, mutual funds and so on.¬† Or you may have collated client data for financial planning. Now, what if¬†a large lumpsum is lying ideal in your client’s savings account because an FD or Insurance policy just matured? Isn’t that an opportunity to bring in that business under…

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We’re hiring business development managers

We’re hiring business development managers

Roles and Responsibilities: Sourcing new sales opportunities through inbound lead follow-up and outbound calls and emails Perform effective online demos to prospects Research accounts, identify key players and generate interest Attend industry events, interact with prospects and grow network Log all activities accurately within CRM. Build a strong pipeline of opportunities in CRM and provide update on a weekly basis. Meet or exceed quarterly business development objectives. Maintain up to date knowledge about IFANOW’s competitive positioning in the marketplace. Upsell…

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IFANOW Latest Version Updates – Morningstar integration, Custom URL, New SIP/STP Import Formats

IFANOW Latest Version Updates – Morningstar integration, Custom URL, New SIP/STP Import Formats

We have some exciting new updates in our latest version release. Morningstar Integration With this you can avoid data entry in morningstar while doing portfolio review/analysis. You can find the link under¬†Client Section > Multi Asset View > Mutual Funds > Summary. Custom URL Your team and¬†your clients can now have a completely white labeled URL while accessing IFANOW. The new access URL can now be:¬†https://yourdomain.com or https://xyz.yourdomain.com instead of https://my-planner.in. We hope this will give your clients more comfort…

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White Labeled URL Now Possible On IFAnow

White Labeled URL Now Possible On IFAnow

We are pleased to introduce White Labeled URL¬†feature on IFAnow. What does this mean? It means that you, your team and¬†your clients can now have a completely white labeled URL while accessing IFANOW. The new access URL can now be:¬†https://yourdomain.com¬†or¬†https://xyz.yourdomain.com¬†instead of¬†https://my-planner.in. We hope this will give your clients more comfort and give your personal brand the right impetus it needs. How does it work? We install a separate SSL Certificate for you and point your domain or subdomain to our…

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Various updates on IFAnow

Various updates on IFAnow

Of late we’ve added a lot of updates to IFAnow, some big some small. Following is what we’ve added: White labeled Android App launched (App Link). iOS to be launched soon. Price Rs.5,000 for first year New section added –¬†All Clients. It is under Back Office. Features: See list of all clients Reset password Add tags Search by tags Export client list MF Auto Upload Franklin Transaction File now supported for auto upload Online Transaction section Your login credentials are…

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An important update to our pricing policy for ADVISORY FEE BILLING module

An important update to our pricing policy for ADVISORY FEE BILLING module

We launched our integrated¬†Advisory Fee Billing¬†module few months back. This module allows you to manage your billing requirements as follows: Fee calculation (viz. AUM linked fee, fixed fee etc.), Invoice generation Fee Collection – Auto debit of fees from client’s bank account Until recently, we were charging a 5% fee for using the above module (5% of invoice amount). But having listened to the feedback from advisors like you, we decided to amend the pricing policy. Henceforth, we will be…

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Introducing Client Initiated Transactions on IFAnow

Introducing Client Initiated Transactions on IFAnow

In the age of convenience your clients too want control over their investments. They may want to put aside some extra cash in liquid fund or want to top up in a fund because the markets have fallen. With IFAnow you can now allow your clients to initiate online transactions at their own convenience. Features Complete control over who can initiate transactions Don’t want some clients to have this facility? We’ve got you covered Invest via Debit Mandate or Net…

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Now Manage Client Privileges Easily on IFAnow

Now Manage Client Privileges Easily on IFAnow

We are excited to launch the latest version of IFAnow.¬†Introducing Client¬†Privileges.¬†This has been a sought after feature request from lot of advisors. With this, you can now decide which client should be given what access. You have an option to fine tune the customization to a very granular level. For instance You may want to prevent some clients from adding or updating financial portfolio or goals. Or you may want to show Premium sections only to your top clients. This…

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Six Steps Of Managing A Fee Based Practice On IFAnow (Reference: SEBI Consultation Paper)

Six Steps Of Managing A Fee Based Practice On IFAnow (Reference: SEBI Consultation Paper)

Yesterday SEBI released a consultation paper on proposed amendments to RIA Regulations. This is a follow-up to earlier consultation paper released in Oct-16 to which SEBI has received numerous comments. Looks like, most of the proposals will go through. SEBI for one has made it clear that it wants both, RIA and MFD to co exist but with a clear demarcation of the services each can offer. It is now obvious that if you wish to offer value added advisory…

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