IFANOW

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 d...

Copy/paste data is a great way to add bulk data into the system. When you have lot of data (e.g. client list, list of mutual funds, life insurance policies,...

Step 1: Checkout the available data you can Paste in our system. Step 2: Gather your data in an excel. You need not have all the data all at once. For in...

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Yes, you can enter partial data. You can always add more data later.

Full Name is compulsory + Either one of --- PAN, Mobile, Email Id --- is compulsory as they are unique.

No. Just paste the data without column headers. In Step 2, you will be able to MAP the data at column level.

You need to map it using the unique data point you had entered while creating that client. E.g. it could be either one of --- PAN, Mobile or Email Id. ...

Group Code helps you automatically club family members while copy/pasting data. Maintain a uniform Group Code while adding multiple family members. S...

The software requires a Group Head for every family. E.g. if you are adding 4 members in a family, then "Is Group Head" should be "Yes" ...