Introducing Client Initiated Transactions on IFAnow

Introducing Client Initiated Transactions on IFAnow

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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.

Features

  • 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

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