Re-launching Email Reminders

Re-launching Email Reminders

We are pleased to re-launch email reminders on IFANOW. In case you are not aware of what email reminders are, here’s link to our original blog post when we first launched Email Reminders: Blog Link. For reminders to work, you need to first ensure that you have verified your email. You can do this by going to Settings > CRM > Reminder Setting > Email Verification. Important to note that you need to do the Email Verification again even if you have…

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PDF output available for all sections in Multi Asset View

PDF output available for all sections in Multi Asset View

We are excited to release an updated version of IFANOW with an important feature that was missing. We have now enabled PDF output for all the sections of Multi Asset View. For instance, you can get PDF output for Stocks, Insurance, FD, RD etc. The PDF carries your branding on the top and also carries your contact info.

Improving MF data accuracy is as easy as 1-2-3 with IFANOW

Improving MF data accuracy is as easy as 1-2-3 with IFANOW

If you’ve been using IFANOW in the past or for that matter any mutual fund reporting software, then you know how important correct data reporting is. But, unfortunately mutual fund transaction reporting is a very complex system. Sometime RTA data is missing in daily uploads, sometimes feeds are duplicate. The issue could be at RTA end or at our end too. This outcome of this is unmatched folios. Now, with the launch of our new section, Data Operations, you have…

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Useful enhancements done to the mutual fund reporting tool

Useful enhancements done to the mutual fund reporting tool

We’re pleased to do some more enhancements to the mutual fund reporting tool. Here’s what’s new: Folio details: We’ve given you a quick option to view more details about a folio. All details like nominee, joint holder, bank details etc. can be quickly viewed from the reports section itself SIP details: We’ve added another widget to quickly view the SIP details, e.g. which bank it is linked to, start date, end date, trigger date etc. Where to find these widgets?…

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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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