WHAT OUR CLIENTS SAY ABOUT US
Gajendra Kothari
Md & CEO
Etica Wealth Pvt. Ltd.
Vinit Iyer
Co-founder
Wealth Creators
Financial Advisors
Vivek Shah
Founder
Finrise Financial
Planner
Rahul Agarwal
Founder & CEO
Advent Financial
CA. Ashish Modani
Founder & CEO
SLA Financial
Solutions
Gajendra Kothari
MD & CEO
Etica Wealth Pvt. Ltd.
IFANOW platform is absolutely user-friendly and covers all the aspects of wealth reporting and goal tracking. The comprehensive reports feature is excellent. The highlight for me is the goal-investment mapping bit. It is very helpful when you can create projections for your client's future investments and spending and showcase them in such an easy manner.
Additionally, tracking various asset categories under one roof saves a lot of time. I feel it's the right tool for all the advisors interested in scaling up faster and in a more efficient way.
ABOUT IFANOW
Experience the future of Wealth Management with our all-in-one platform that is designed to help you supercharge your AUM and automate your business. With a range of tools for research, tracking, transactions, reporting, and advisory, you can simplify your work and elevate your success.
IFANOW allows you to track various asset categories under one roof, saving you time and making it the perfect tool for advisors who want to scale up faster and more efficiently. Don't miss out on the opportunity to revolutionize your wealth management experience. Try our platform today and take your business to the next level!