New version update – New Goal tracker, Task section and much more

New version update – New Goal tracker, Task section and much more

We are excited to rollout the latest version of IFAnow. Here’s a summary of the same:

new_goal_tracker_ifanow

Features added

  • Major revamp to the Goal tracker
    • Lot’s to talk about here. So we created a blog post for you. Do read it here
  • Several refinements to the task section based on user inputs
  • New Client section added to capture miscellaneous data, tag them and much more
    • It is under Client Section > Profile > Clients Info
  • New Client data gathering sheet
    • Useful if you want to collect data via excel. To download format, Click here
  • New File formats now supported
    • You can now easily import MF data of prospects not under your ARN code. Go to camsonline.com and order “Consolidated Transaction Details (XLS)” Click Here
    • Franklin – Closed SIP
    • Franklin – Folio Master
    • iFast transaction history
  • Customize and save column visibility and column sequence at client level for MF reports
  • Several bug fixes

Features developed and currently under testing

  • Comprehensive advisory fee billing
  • Auto upload – CAMS and Karvy files
  • New PDF report options – Mutual Fund Summary, Transaction Reports

Features currently being developed

  • SIP/STP MIS reports
  • New PDF format – Financial Plan
  • New sections in financial plan
  • New File formats
    • Franklin active and closed STP report
    • New NJ format that contains more comprehensive data
  • Integrated reminders for various asset classes
  • Bulk upload formats
    • For bulk upload of Insurance policies, FDs, Bonds etc.

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