Last few months have been challenging for IFAs. SEBIs push towards the RIA regime, commission disclosure in CAS, increasing popularity of direct plans, foray of multiple robo-advisory platforms directly competing with your clients are just a few examples.
The writing is on the wall. IFAs will have to do much more than what they are currently doing in order to grow their business. That's where a holistic technology platform comes into play. IFAnow is a platform built to not just overcome these challenges but to build a level playing field for IFAs like you.
The new IFAnow software is a quantum leap from our flagship Financial Planning software. IFAnow was earlier known as FutureAdvisor. This software is built with the latest technology stack. Which means it is much faster, much more scalable and allows integration with various other software as we move forward.
Having heard the pain points of advisors like you, we believe there is no software that allows you to run your advisory practice on top of a solid technology platform. You probably have a portfolio reporting software that does not have a robust financial planning tool. Or your current financial planning tool is too complicated or does not have a robust reporting tool. Secondly, CRM software are either not customized to advisors needs or if they are there, they just suck.
We are here to change that with our first version release. We hope you like it.