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.
- 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