IFAN - Services

Services


Other Services

IFANet Licensing:

Business houses can avail licensing of IFANet Platform on yearly basis to control & manage their business independently. The software has 3 robust modules to cater to all the day-today requirements of a Financial Advisor.

  • Client Relationship Management (CRM) : Helps you create a structured database to serve your investors effectively .It provides consolidated reporting for your clients portfolio across products & provides online access to all your clients to view and track their investments.
  • Financial Planning and Goal Solver: It enables you to get a right picture of your investors’ current financial position and risk appetite. You can analyze & evaluate the goals of your investors and then solve it in a structured & efficient manner.
  • Distributor Back Office System: It helps you to manage your commissions, network and business reports in an easy online manner.

Back office Services :

Independent business houses can outsource their back office services to IFAN for managing their day-to-day operations. These services include:

  • Client Management
  • Transaction Management
  • Brokerage Management


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