Most popular questions

Below is a list of the most popular questions asked by IFAs like you.

What is the new IFAnow software all about?
Last few months have been challenging for IFAs. SEBIs push towards the RIA regime, commission disclosure in CAS, increasing popularity of direct plans, fo...
Tue, 6 Sep, 2016 at 2:10 PM
Do you have demo video tutorials to understand how IFAnow works?
Yes, we have an active Youtube channel just for you. You can watch these videos from here right away :               ...
Wed, 5 Oct, 2016 at 12:23 PM
Can we upload mutual fund data feeds/ mailabck files from CAMS, Karvy etc?
Yes you can. IFAnow is a comprehensive back office software. We allow a wide range of Feed files to be uploaded. Transaction Files   Re...
Thu, 1 Jun, 2017 at 5:04 PM
What support is available from IFAnow?
We provide support in the following ways: Form Description E-mail E-mail us your query to We wil...
Tue, 6 Sep, 2016 at 2:35 PM
Can we integrate IFAnow with our website?
We provide a login form which can be integrated with your site. Please get in touch if you wish to avail of this facility.
Tue, 29 Dec, 2015 at 7:41 PM
How do I copy/paste existing client data?
Step 1: Gather data in an excel sheet that you wish to enter in the system. We presently support copy/paste of your Client Data & Stocks Transactions....
Tue, 6 Sep, 2016 at 2:54 PM
How can I manually add assets/mutual funds/insurance data?
Click on the Portfolio Reports tab under Client Section and click on the + icon on the right. It will open a slider with all the options to add whatever dat...
Tue, 29 Dec, 2015 at 7:34 PM
How can I add team members?
If you are the admin or partner, you will be able to see the Settings link on the top right. Click on: Settings > Add Team Members. From here, you can...
Tue, 29 Dec, 2015 at 1:12 PM
What data is required to complete a financial plan?
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 D...
Wed, 30 Dec, 2015 at 12:33 PM
What is the “Multi Asset View”?
Multi Asset View, as the name suggests, is a multi asset portfolio tracking report. It contains data about your client’s assets and insurance policies. Data...
Tue, 29 Dec, 2015 at 7:32 PM