Futurewise financial planners renamed as IFAnow, it is a financial advisory platform that helps customers make informed decision about their personal finances. IFAnow has built a recommendation engine through proprietary algorithms that give customized advice to clients based on their unique life scenarios.
PRODUCTS & SERVICES:
Financial planning, investment tracker, power report.
Understand the risk profile, assess the financial needs and based on these assist the customer in financial planning.
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It offers white label solution which helps to retain identity of the clients. The users of client's portal will not be knowing that they are dealing with Futurewise Financial Planners.