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022 6820 2020
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General
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
See all 14 articles
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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