The first step is to add your client’s complete data in the Profile section, which includes his Personal Profile, Goals, Risk Profile and his Financial Details. This exercise facilitates understanding the client’s current financial standing and assists in imparting superior advice. 

One important feature of the platform is the easy to use client interface. Meaning, you can ask your client to enter the data on their own. Since the platform is online, you will have immediate access to the data.


Have more questions about how you can write a financial plan on IFAnow? Read on