Big update – Revamp of MIS section

Big update – Revamp of MIS section

We’re pleased to release our long awaited feature of revamping the MIS section. We’ve made a lots of improvements. Here’s a quick roundup of the same: High level analytics Total AUM Total Folios, average folio size Folios not linked to goals Drill down reports AMC wise E.g. this drill down will show you your total AUM across the top AMC. When you click on those, it will show the top categories under the selected AMC. When you click further, you…

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Q4 2018 roundup – Important updates in IFANOW

Q4 2018 roundup – Important updates in IFANOW

2018 was a landmark year for us at IFANOW. A bulk of our efforts went into stabilising and finetuning what we had already built. This ensures we have a fundamentally robust offering in the years to come. Here’s a quick roundup of what we added in the last quarter of 2018. Sundaram Auto Upload Enabled – We are excited to launch Sundaram Auto Upload facility. Important Refinements to the Mutual Funds Reports Section Mutual Fund Summary report We now give you…

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Save time with Interlinking of Sales Pipeline and Tasks

Save time with Interlinking of Sales Pipeline and Tasks

Your advisory practice is much more than just mutual fund transactions and reporting. There are many more processes equally important. For instance, you may want to be on top of your critical Tasks assigned to your team, or ensure that your Action Plans outlined with your clients are on track, or for that matter your Sales Pipeline or Minutes of Meetings are under your control. We understand that IFANOW’s Activity section is built to give you control over just that. Having built out these sections in isolation, we’re now taking it to…

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Goal Based Planning goes mainstream. Are you in it?

Goal Based Planning goes mainstream. Are you in it?

For more than a year now, the goal-based planning approach to investing has been steadily gaining traction. Numerous apps have this as a core feature in their offering. E.g. Kuvera, Wealthy, Fisdom, Fundsindia, Goalwise etc. all have goal based planning. The latest entrant in this space Paytm money too has goal planning as an integral part of the application. Print and digital media too has been very vocal about this concept. It’s clear – Goal based planning has gone mainstream….

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(For RIA) Introducing – Direct Plan – Online transaction availability on IFANOW

(For RIA) Introducing – Direct Plan – Online transaction availability on IFANOW

We’re excited to launch the latest version of IFANOW with Direct Plan transaction capability. With this, if you are an RIA, you can now offer white labeled Direct Plan transaction capability to your clients. In addition, we’ve added a lot of functionality to the existing Regular Plan modules as well. Here’s a round up of the core features Added sub broker module to execute transactions at sub broker level too You can now add more than one ARN within the…

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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 🙂 ). 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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