Q4 2018 roundup – Important updates in IFANOW

Q4 2018 roundup – Important updates in IFANOW

2018 was a landmark year for us at IFANOW. A bulk of our efforts went into stabilising and finetuning what we had already built. This ensures we have a fundamentally robust offering in the years to come.

Here’s a quick roundup of what we added in the last quarter of 2018.

  • Sundaram Auto Upload Enabled – We are excited to launch Sundaram Auto Upload facility.
  • Important Refinements to the Mutual Funds Reports Section
    • Mutual Fund Summary report
      • We now give you an option to save the default setting under Select Report Type option. You can now make it Investor wise or Category wise by default.
    • Mutual Fund Transactions report
      • We now give you an option to save the default setting under Select Report Type option. You can now make it Scheme wise, Investor wise or Category wise by default
    • Under Select Transaction View, you have options to further save these two settings
      • Unrealized report – Show Summary – yes or no
      • All transactions report – Show zero folios – yes or no
  • Save templates while generating financial plans – 
    • Some of the common sections in a financial plan like Index page, welcome note, disclaimer etc are always needed. We now allow you to save these as templates and reuse them whenever you want. This will save you time and increase efficiency.
    • Go to Client Section > Financial Plan > Generate Financial Plan > Manage Sequence Template.
  • Interlinking of Sales Pipeline and Tasks enabled
    • You add a sales pipeline to track a sales opportunity. Now, when the client agrees to it, you may want to initiate some activities around it. E.g. if investments need to be made in new MF folio then you may want to initiate the account opening process, do scheme selection etc. Our Task module is meant for such work only.
    • We now allow you to link a Task from within the Sales Pipeline tab itself. All the important info from the sales pipeline will be automatically added to the task. You can then assign due date to the task, assign it to your team and so on.
  • PDF output in Action Plans added
    • A new option available in Action Plans. You can download the Action Plans in PDF format.
  • Added “Select Transaction Type” filter in MF Transactions Report
    • We’ve added a filter that allows you to view only selected transaction types that you want to view.
    • Go to Client Section > Multi Asset View > Mutual Funds >  Transactions > Select Transaction View > All Transactions > Select Transaction Type
  • Miscellaneous Improvements
    • My Clients – Searching for Clients in ‘My Clients’ is now easier as you can search it with Name, Mobile no., or PAN card no.
    • Bills & Invoices – We now show scheme wise breakup while calculating Average AUM.
    • MF Reports – Added statutory disclaimer in the footer.
  • Safari Compatibility
    • We are excited to announce the compatibility of our portal on Safari
  • Grandfathering effect added to capital gains report
    • Under capital gains, we have added an option to view capital gains with grand fathering effect.

Leave a Reply

Your email address will not be published. Required fields are marked *