A forward-thinking solution tailored to meet the evolving needs of financial advisors.
Advise. Transact. Grow
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CRM & Client Management
Manage leads, onboard clients digitally, track interactions, and personalize advice—all from a unified, easy-to-use interface built for advisory efficiency.
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Portfolio Tracking & Insights
Access consolidated, real-time portfolio views with automated reporting, analytics, and alerts to keep both you and your clients informed and in control.
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Fast, Seamless Execution
Seamlessly integrated with major platforms like BSE Star MF/NSE for lightning-fast, error-free mutual fund transactions.
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Security & Data Protection
Your data stays protected with enterprise-level encryption and infrastructure that meets regulatory and compliance standards.
Pricing
Find the Perfect Plan for
Your Business
Edge7,999Free for 6 months |
Prime9,999Free for 6 months |
Infinity15,999 |
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|---|---|---|---|
| For Your Customers | |||
| White-label Mobile App | |||
| Website | Basic White-label | Basic White-label | Comprehensive Customiztion |
| Fund Listing | |||
| Fund Detail Page | |||
| Portfolio | MF Only | All Assest Class | All Asset Class |
| Two Factor Authentications | BSE Initiated | BSE Initiated | Custom |
| CRM | |||
| Mobile App for IFA | |||
| Quick Business Dashboard | |||
| Leads / Prospect Management | |||
| Client Management | |||
| Upsell / Cross-Sell Opportunity Identifier | |||
| Distributor Initiated Transaction (DIT) | |||
| Funds Research | |||
| Compare funds | |||
| Calculators | |||
| Family View | |||
| Email Based Reminders | |||
| WhatsApp Based Reminders | |||
| Service Management | |||
| Goal Based Planning & Tracking | |||
| Bulk Report Sending | |||
| Email Marketing Campaign | |||
| Brokerage Reconciliation | |||
| Capital Gain Statements (MF Only) | |||
| Exit Load Estimation | |||
| Capital Gain Estimation | |||
| AUM Reconciliations | |||
| Setup & Integration | |||
| Integration of Daily Data Feed | |||
| Portal URL | With IFAWise Suffix | With IFAWise Suffix | Custom * |
| Customized Email | |||
| SMS | Custom | ||
| WhatsApp Integeration | |||
Why Choose IFAWise
Empowering Advisors. Enhancing Client Experience
Crafted by industry veterans, IFAWise is a next-gen platform tailored for mutual fund distributors and financial advisors who demand performance, simplicity, and insight.
We simplify every step of your advisory journey — from client onboarding and transaction execution to reporting and portfolio management. Whether you're just starting out or managing a large client base, IFAWise is designed to support your growth at every stage.
With real-time insights, advanced CRM tools, and robust data security, it empowers you to serve clients better, scale your business faster, and stay fully compliant — all through one intuitive platform.
Try it Free for 6 months, with no obligations.
Benefits of Using IFAWise
Features & Advantages
Next-Gen Platform for Future-Ready Advisors
A powerful, tech-driven platform that streamlines your workflow, enhances client engagement, and supports smarter decisions—all backed by enterprise-grade security and seamless digital experiences.
- Seamless Client Onboarding & Lifecycle Management
- Advanced Portfolio Management
- Built for Easy Integration
- Intelligent Reports & Insights
- Multi-Dimensional Fund Research Platform
Empower Clients with Ease, Transparency & Control
Deliver a modern wealth experience built on clarity, convenience, and confidence. With intuitive tools and real-time access, your clients stay informed, engaged, and fully in control of their financial journey.
- Personalized Client Portal & Mobile App
- Seamless & Secure Transactions
- Holistic Portfolio Dashboard
- Smarter Portfolio Statements for Clearer Insights
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Installation, Setup & Maintenance
End-to-end support for installing, configuring, and maintaining your systems to ensure optimal performance.
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Integration & Registration Assistance
Dedicated support for BSE IFAWise registration and seamless integration with RTAs and other platforms.
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Application & Platform Support
Guidance and help with using application features, updates, and day-to-day operational queries.
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Technical Support & Troubleshooting
Comprehensive assistance for resolving technical issues and ensuring smooth platform functionality.
About Us
A Team Built on Expertise & Innovation
Our team brings together decades of collective experience in financial technology, software development, and mutual fund advisory and distribution domain. With a strong blend of domain knowledge and technical excellence, we’re not just building software—we’re crafting solutions that solve real-world challenges for advisors and investors alike.
From industry veterans to seasoned engineers and thoughtful UX designers, every team member plays a critical role in delivering a platform that is seamless, scalable, and fully compliant—purpose-built to meet the evolving needs of modern wealth management.
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