Most popular questions
Below is a list of the most popular questions asked by IFAs like you.
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
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
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
We provide support in the following ways:
Form
Description
E-mail
E-mail us your query to support@futurewise.co.in. We wil...
Tue, 6 Sep, 2016 at 2:35 PM
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
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
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
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
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
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