Various updates on IFAnow

Various updates on IFAnow

Of late we’ve added a lot of updates to IFAnow, some big some small. Following is what we’ve added: White labeled Android App launched (App Link). iOS to be launched soon. Price Rs.5,000 for first year New section added – All Clients. It is under Back Office. Features: See list of all clients Reset password Add tags Search by tags Export client list MF Auto Upload Franklin Transaction File now supported for auto upload Online Transaction section Your login credentials are…

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An important update to our pricing policy for ADVISORY FEE BILLING module

An important update to our pricing policy for ADVISORY FEE BILLING module

We launched our integrated Advisory Fee Billing module few months back. This module allows you to manage your billing requirements as follows: Fee calculation (viz. AUM linked fee, fixed fee etc.), Invoice generation Fee Collection – Auto debit of fees from client’s bank account Until recently, we were charging a 5% fee for using the above module (5% of invoice amount). But having listened to the feedback from advisors like you, we decided to amend the pricing policy. Henceforth, we will be…

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Introducing Client Initiated Transactions on IFAnow

Introducing Client Initiated Transactions on IFAnow

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…

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Now Manage Client Privileges Easily on IFAnow

Now Manage Client Privileges Easily on IFAnow

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…

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Six Steps Of Managing A Fee Based Practice On IFAnow (Reference: SEBI Consultation Paper)

Six Steps Of Managing A Fee Based Practice On IFAnow (Reference: SEBI Consultation Paper)

Yesterday SEBI released a consultation paper on proposed amendments to RIA Regulations. This is a follow-up to earlier consultation paper released in Oct-16 to which SEBI has received numerous comments. Looks like, most of the proposals will go through. SEBI for one has made it clear that it wants both, RIA and MFD to co exist but with a clear demarcation of the services each can offer. It is now obvious that if you wish to offer value added advisory…

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BIG Update – Introducing Advisor Dashboard – One place for all your data

BIG Update – Introducing Advisor Dashboard – One place for all your data

Having all the important data at your fingertips can help in making you a super efficient advisor. Sadly, most of the time, this data is scattered across different software, excel files, diaries, e-mail, post it notes etc. We understand that and we’ve tried to solve that! Introducing Advisor Dashboard – A single place to access all your important data, instantly. Be it upcoming asset maturities, outstanding tasks, upcoming meetings, important action items or simply viewing your business growth, we’ve got it all covered. Here’s an…

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New udpates to MIS reports – SIP Analytics

New udpates to MIS reports – SIP Analytics

In continuing our efforts towards building out a robust back office tool, we are excited to launch SIP Analytics – An important part of the MIS reports section. Here’s what we have for you: View total SIP Book List of All SIP SIP Drill down option at AMC Level Scheme Level Client Level Applicant Level Last 6 month data of New SIP, Ceased SIP and Net SIP book SIP Rejections/Reversals List of Expiring SIP List of Expired SIP Analytics SIP…

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New Version Update – New Financial Plan PDF & Much More

New Version Update – New Financial Plan PDF & Much More

A polished Financial Plan PDF can do wonders to your client’s confidence. We understand that. Last few weeks, we’ve been working hard to give this Financial Planning PDF a much better look and feel. We’re excited by the final output. Download a sample financial plan here. Download We have also introduced FP Template Gallery. This section has some beautiful templates that you can add to your financial plan. This will give the PDF output an even better feel. We’ve added…

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IFAnow launches Advisory Fee Billing. Here’s everything you want to know about it.

IFAnow launches Advisory Fee Billing. Here’s everything you want to know about it.

Fee based models are now increasingly becoming a hot topic of discussion among IFAs. Not just the RIAs but even non RIAs are seriously looking at fee models. Why this trend? Clients showing growing acceptance towards fee charging Gradual shift from distribution to advisory services requires advisors to spend more time on quality work thus commanding a fee SEBI increasingly focusing on fee based models Moreover, clients and prospects are gradually becoming aware about direct plans. In such case, if…

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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: 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…

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