Now Manage Client Privileges Easily on IFAnow

Now Manage Client Privileges Easily on IFAnow

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We are excited to launch the latest version of IFAnow. Introducing Client Privileges. This has been a sought after feature request from lot of advisors.

With this, you can now decide which client should be given what access. You have an option to fine tune the customization to a very granular level.

For instance

  • You may want to prevent some clients from adding or updating financial portfolio or goals.
  • Or you may want to show Premium sections only to your top clients. This feature allows you to hide sections at a client level very easily.

Settings > Section Privileges

2 thoughts on “Now Manage Client Privileges Easily on IFAnow

  1. is you have integration with BSE Star platform for online transaction.
    do you have option to manage two arn at single login.

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