Agenda

Welcome to the future of practice management with IFANOW

Is outdated technology holding you back?

Juggling between multiple softwares

Scattered, difficult to track data

Wasting time on operational work and additional costs

Competing with large players in the market

With IFANOW You Can:

Increase focus on client relationships

Access readymade automation tools to reduce costly manpower and operational work

Dodge the complexity of reporting, compliance, planning, processes & fee charging

Have a holistic multi-asset planning approach

YEARS IN BUSINESS

7

# OF SOFTWARES WE
HELP YOU REPLACE

9

MFDs/RIAs SERVED

800+

CLIENTS SERVED

300000+

What our clients say about us:

About IFANOW

Futurewise Technologies Pvt. Ltd. (IFANOW) is a fintech product company focused on building solutions for the financial intermediary community in India. Futurewise established the fintech vertical in 2014 and is headquartered in Mumbai serving 800+ advisors across the country.

It’s flagship product, IFANOW is a one-stop solution that intuitively simplifies advisor’s workflows – putting them in complete control of every part of their practice – data, plans, tasks, information, transactions, compliance, client relationship management, and more. So advisors can continue to bring more value to clients and prospects, and scale their practice to the next level.

The platform comes with a robust set of tools such as mutual fund reporting, tracking of over 25+ asset classes, insurance, liabilities, digital client onboarding, goal planning, insurance planning, risk assessment, online transactions, compliance solutions, CRM and much more!