Futurewise Technologies Pvt. Ltd.

Size: px

Start display at page:

Download "Futurewise Technologies Pvt. Ltd."

Prosper Atkins
5 years ago
Views:

1 ARE YOU READY FOR THE TRANSITION? YOUR GROWTH PARTNER Futurewise Technologies Pvt. Ltd.

2 IFAnow Background India s ONLY comprehensive platform for financial advisors tools office & Reporting Best in class user interface Platform already being used by some of the largest financial advisors across the country Futurewise Technologies Pvt. Ltd.

3 Screenshots Futurewise Technologies Pvt. Ltd.

4 User Interface o Extremely well thought of o Full of sliders, drag-and-drop features

5 Goal based Planning o A goal based planning approach helps clients stay on track o They can know how much they are saving and how much they need to save

6 2 3 4 What if Analysis o What if analysis allows you to o Change asset allocation o Change return assumptions o Change goal amounts, inflation etc. o Immediately see the impact on the goal tracker with these changes

Risk Profiling 2 3 4 o ly integrated with financial

7 Risk Profiling o ly integrated with financial planning module to give practical asset allocation advice

Insurance Planning 2 3 4 o Comprehensive insurance planning module o Life insurance

8 Insurance Planning o Comprehensive insurance planning module o Life insurance with human life value o General insurance - Health, Personal Accident, Critical Illness

9 Insurance Planning o Life insurance with human life value o Totally customizable to give you complete control

10 Insurance Planning o Comprehensive Policy feature coverage o Allows you to give clients a comprehensive feature comparison.

Client Dashboard 2 3 4 o An integrated client dashboard that covers o

11 Client Dashboard o An integrated client dashboard that covers o portfolio summary o Action plan o Cash flow o Goal status o Insurance status

12 2 3 4 Action Plans o Stay on top of client communication with action plans.

Minutes of the meeting 2 3 4 o Minutes of the

13 Minutes of the meeting o Minutes of the meetings helps you in compliance matters and future reference.

14 2 3 Task Management o A great way to stay on top of operational activities. Assign tasks to your team members, define sub-tasks, set due dates, facebook like commenting tool and much more. 4

15 Screenshots Futurewise Technologies Pvt. Ltd.

16 1 Multi Asset Reporting 3 4 o Comprehensive multi asset reporting covering major asset classes

17 1 3 Mutual Fund Report 4 o Mutual fund report with scheme level details o Transaction reports, Capital gains/realized profits etc.

18 1 3 Mutual Fund Report 4 o Mutual fund report with scheme level details o Transaction reports, Capital gains/realized profits etc.

19 1 3 Mutual Fund Report 4 o Mutual fund report with scheme level details o Transaction reports, Capital gains/realized profits etc.

20 1 3 4 All Major File types supported + Complete MIS o Exhaustive list of file formats supported o MIS Reports like AUM, Folio, Transactions etc.

21 Screenshots Futurewise Technologies Pvt. Ltd.

22 1 2 AUM Linked Fee Template 4 o You can add your own fee structures and o Customize at client level

23 1 2 Invoice Template o Create Invoices in PDF format ready to be sent to your clients 4

24 1 2 Fee calculation 4 o Get breakup of how fee is calculated o You can even add this with the invoice to show to the client

25 1 2 All Invoices in one place 4 o You can view all your invoices across clients at one place o View the status of the amount outstanding and much more

26 1 2 Upcoming Invoices 4 o Our system smartly pulls up all upcoming invoices o You just need to view them and generate instantly

27 1 2 Record Payments 4 o Record payments received against invoices for better tracking

28 1 2 View Payout History 4 o Have complete control of payouts made by IFAnow towards invoices

29 Screenshots Futurewise Technologies Pvt. Ltd.

30 1 2 3 Transaction Home o A brilliant user interface allows you to provide your clients with a seamless experience to manage reports + planning + transactions all in one place.

31 1 2 3 Initiating SIP Transaction o This screenshot shows how an SIP transaction looks like when initiated

32 1 2 3 Goal Based Transaction o Goal based transactions allows you to automatically invest in a goal in 2 clicks. When initiated, it automatically creates a basket of schemes based on risk profile

It focuses on clients goals which is the USP of it. It is very hard to keep things simple but IFAnow has managed this excellently well.

Ronak has put in a lot of wisdom and experience in conceptualizing what Advisors would require in times to come.

33 ADVISORS IFANOW CA. ASHISH MODANI Founder & CEO, SLA Financial Solutions In an industry, which focusses on numbers, I came across IFAnow which spoke all together a different language. It focuses on clients goals which is the USP of it. It is very hard to keep things simple but IFAnow has managed this excellently well. Most important to me is the direction in which they are going. As it is said, DASHA NAHI DISHA MAHATVAPOORNA HOTI HAI. Ronak has put in a lot of wisdom and experience in conceptualizing what Advisors would require in times to come. DEEPAK RAO Founder & CEO, Simplus Financial Consultancy IFAnow is a simple yet powerful tool. Exactly what we have been looking for. The design and layout of the site is extremely user friendly. It has really helped us deliver refreshing new experience to our clients. I am sure this is a game changer in the personal investment services industry. We are very happy and satisfied to use this platform. Kudos to the entire Team at IFAnow!

34 CLIENTELE

35 CREATE YOUR ACCOUNT TODAY VISIT CONTACT Futurewise Technologies Pvt. Ltd.

Do you want more from life more money, more freedom, more security, and more time for the activities you love?

Introduction Why I wrote this guide Do you want more from life more money, more freedom, more security, and more time for the activities you love? If so welcome to the best decision you ve ever made in