Multi Asset Portfolio Report
One window view of all your clients' assets. Right from Mutual Funds to Stocks, Fixed/Recurring Deposits, Insurance Policies, PPF, NSC, Tax Free bonds etc.
Power-packed Financial Planning
Equipped with industry's best goal based planning tool to help you retain & increase AUM. Bundled with insurance planning, asset allocation, risk profiling and much more.
Seamless Online Transactions
Built on top of NSE-NMF. World class user interface designed to give your clients a truly breathtaking experience. Seamlessly integrated with reporting and planning modules.
Integrated Billing & Invoicing
A powerful system that is seamlessly integrated with Reporting, CRM, Planning, Transactions. No more third party software to manage your billing.
Retain your identity
IFAnow is a completely white labeled solution. Which means, you retain your identity. Your clients login to your portal knowing that they are dealing with you and not with IFAnow!
Multiple team member login
Have a bigger team at your office? Multiple offices? We’ve got you covered. Now create team members and allow them to login and manage their tasks, clients, reports and much more.