Introducing Client Initiated Transactions on IFAnow

Introducing Client Initiated Transactions on IFAnow

My Video2

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

Leave a Reply

Your email address will not be published. Required fields are marked *