WHAT OUR CLIENTS SAY ABOUT US
Vinit Iyer
Co-founder
Wealth Creators
Financial Advisors
Vivek Shah
Founder
Finrise Financial
Planner
Rahul Agarwal
Founder & CEO
Advent Financial
Vinit Iyer
Co-Founder
Wealth Creators Financial Advisors
We have been using IFANOW since 2017 and have closely seen its progress from a simple multi-asset reporting tool to its present new avatar of comprehensive, detailed financial planning and multi-asset reporting platform. This platform has helped us immensely in having better conversations with the client and creating stickiness due to the rich data it captures.
Clients are happy to see all of their assets and liabilities in one place along with tracking their goal progress. In our last 7 years of advisory journey, we have explored multiple platforms and nothing comes closer to the IFANOW platform offerings. We are also extremely happy with their support team’s response to queries raised.
ABOUT IFANOW
Experience the future of Wealth Management with our all-in-one platform that is designed to help you supercharge your AUM and automate your business. With a range of tools for research, tracking, transactions, reporting, and advisory, you can simplify your work and elevate your success.
IFANOW allows you to track various asset categories under one roof, saving you time and making it the perfect tool for advisors who want to scale up faster and more efficiently. Don't miss out on the opportunity to revolutionize your wealth management experience. Try our platform today and take your business to the next level!