Yes you can. IFAnow is an online software and it allows you to provide login access to your clients. We are sure, our thoughtful design will help them understand their finances in a refreshingly simple way.
At present the following thins are possible through the client portal.
- Your client can provide the necessary data through the simple-to-use data gathering process.
- They can view their goal tracking reports.
- They can view their portfolio reports.
- They can track the outstanding action items in the financial plan so that you do not have to remind them again and again.
- Login anytime to see the exact status of the financial plan.
- They can approve online mutual fund transactions initiated by you (We have integrated NSE NMF).
- They can initiate transactions on their own.