Transform Your Mutual Fund Distribution Business
Streamline workflows, enhance client relationships, and boost productivity with IFAclick's comprehensive web platform.
HOW IT WORKS
How does it work?
Getting started with IFAclick is simple. Follow these steps to transform your financial advisory business.
Create Account
Sign up for IFAclick in minutes. No credit card required to get started.
Setup Your Profile
Complete your profile and customize your dashboard to suit your needs.
Start Using the Platform
Start managing your clients, tracking leads, and growing your business.
FEATURES
Platform Features
IFAclick provides all the tools you need to streamline your business operations and focus on what matters most - growing your client base.
Lead Management
Efficiently capture, categorize, and nurture leads through your sales pipeline with automated follow-ups.
Task Assignment
Assign tasks to team members, set deadlines, and track progress to ensure nothing falls through the cracks.
Performance Analytics
Gain insights into your business performance with comprehensive reports and real-time dashboards.
WhatsApp Integration
Maintain seamless communication with clients through integrated messaging.
Automated Reminders
Never miss important dates with automated reminders for renewals, follow-ups, and client meetings.
Document Management
Store and organize all client documents securely in one place for easy access and compliance.
Fast Performance
Enjoy lightning-fast performance with our optimized platform designed for speed and efficiency.
Data Security
Your data is protected with enterprise-grade security measures and regular backups.
24/7 Support
Get help whenever you need it with our round-the-clock customer support team.
TESTIMONIALS
What Our Users Say
Discover how IFAclick has helped mutual fund distributors across India grow their business and improve client satisfaction.
"SEBI compliance is always critical, especially when sending portfolio updates or reminders. Now, the IFA Click CRM logs communications, integrates my email and WhatsApp, and ensures everything is audit-ready. It's like having my compliance checklist running in the background."
Sudhendra Lakshmana Rao
Founder & CEO at Finozone
PRICING
Simple, Transparent Pricing
Choose the plan that suits your business. No hidden charges. No surprises.
Basic Plan
One-time payment: Perfect for individuals getting started
Starter Plan
Great for small businesses
Premium Plan
Perfect for growing teams and advanced needs
Enterprise Plan
Custom solutions for large organizations
CONTACT US
Get In Touch
Have questions about IFAclick? Our team is here to help. Reach out to us and we'll get back to you as soon as possible.
Send us a message
Contact Information
support@ifaclick.com