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.
- 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 Banking
- Fast checkout – Transact within 60 seconds
Benefits to your clients
- No paper work
- Saves time with super fast checkout
- One place to seamlessly manage reporting + planning + transactions
- Increased confidence and convenience
Benefits to you
- A complete white labeled system that retains your identity
- Introduce this as a premium feature in your practice
- Saves your time as clients don’t need to call you