IFANOW

Most popular questions 12

• What is the new IFAnow software all about?
• Do you have demo video tutorials to understand how IFAnow works?
• Can we upload mutual fund data feeds/ mailabck files from CAMS, Karvy etc?
• What support is available from IFAnow?
• Can we integrate IFAnow with our website?

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Mutual Funds Feed Upload 14

• What mailback feeds from RTAs like CAMS, Karvy, Sundaram, Franklin are currently supported?
• I am unable to upload MF Feed file. Why is that?
• Why are some transactions not visible on the mutual fund reports?
• Why am I seeing duplicate transactions in mutual funds?
• While viewing mutual funds reports some schemes are missing completely

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Financial Planning 17

• What data is required to complete a financial plan?
• How is future value of goal calculated?
• What is a Single Year goal and what is a Multi Year goal?
• How are the monthly and lumpsum requirements for a goal calculated?
• When an asset is allocated to a goal what happens? How are the various values recalculated?

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Videos 1

• Do you have demo video tutorials to understand how IFAnow works?

Reports 3

• What is the “Multi Asset View”?
• How can I add assets/insurance/loans data manually?
• How are current value of insurance policies calculated?

Adding Data 12

• How can I add assets/insurance/loans data manually?
• What is the copy/paste feature?
• How do I copy/paste existing client data?
• What data formats are supported while adding client data?
• While copy pasting client data, I do not have complete data. Is it OK?

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Online Transactions - NSE NMF 0

CRM 0

Tasks 0

Overview and Registration process 13

• What is NSE NMF II? How is IFAnow associated with NSE?
• I am interested in subscribing to IFAnow transaction platform. What do I need to do?
• What are the fees payable to IFAnow for this integration
• I want to register with NSE. Whom should I contact?
• Are there any charges for registering with NSE?

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Transaction execution 21

• What types of transactions are supported on the platform?
• What is a mandatory pre-requisite for entering a transaction on the platform?
• Can only demat transactions be executed on the platform?
• Is any physical flow of paper involved to conclude transactions executed on the platform?
• What documents are required to be submitted in case of Systematic Registration transactions?

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Client onboarding on mobile app 2

• Email content for existing client
• Email content for prospects