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 and give your personal brand the right impetus it needs.

How does it work?
We buy a separate SSL Certificate for you and point your domain or subdomain to our server.

What are the charges for the same?
Yearly Rs.3,500 + GST.

Custom URL is now FREE.

We have a Free custom subdomain option too. Here’s how it works:
The access URL in this case will be https://YourSubDomain.my-planner.in. If you are interested, please reply to this mail with your custom subdomain you want. We will create the same and get back to you.


NEW SIP/STP Import format

For advisors who want to bulk upload SIP data but do not have access to regular RTA files can now use our IFANOW format. Here’s the link to download a sample file Download Link.

You can import this from the Back Office > Mutual Fund section.

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