IFAN - Services

Services


Technology Platform – IFANet

Today the need of the hour is a technology platform to help industrialize advice and increase productivity. IFAN provides You & Your Investor a web-based platform - IFANet. It is a state of the art web based technology platform that helps to manage & grow your business.

Here you can centralize all your investor’s data across product classes in an easy & convenient manner. IFANet also provides you with robust portfolio and Financial Planning tools. This will help save your time from the non-productive activities & give you more time to focus on the core activity of your business such as client acquisition & advisory.

The Online platform enables you with a basket of features & tools for:

  • Client Relationship Management
  • Complete Financial Planning
  • Model portfolio & research
  • Consolidated Portfolio Report across various products
  • Online Access to all clients to view & track their portfolio
  • Online Transaction Facility across various products – IFAN Enivesh
  • Bank-grade security for you & your client’s data
  • Scheduling of multiple reports for your Investors
  • Online Business Reports at various levels
  • Up-to-date Market News
  • Manage Branch & Sub-network


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Toll free : 1800 22 6784
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022 4061 7990
advisor@ifan.co.in

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