Automated Fee Recovery

Move to one-cheque advisory with the iFAST WRAP account and have your fees auto-recovered from the client’s pool account every quarter. Moreover, you have complete freedom to choose from several fee types for each of your clients, like percentage of AUA, fixed amount, slab-wise fees, and more.
iFAST WRAP supports only commission-free products; so, you can adopt 100% commission-free advisory and support clients with direct plans, without having to worry about remuneration.

 
 
Multi-Asset Financial Planning

In a market where differentiating yourself from online investment platforms and direct sales channels has become more important than ever, expanding your services to cover mutual funds, ETFs, stocks and bonds can be a game changer. With the iFAST WRAP financial planning tools, you can perform seamless risk-based allocation, goal-based planning, portfolio management and more, across multiple products.

 
 
Active Portfolio Management

Scale your execution capabilities in tandem with growth in clients. With iFAST WRAP you can actively manage multiple portfolios at the same time, transacting seamlessly across products and issuers.
Our inter-AMC (for mutual funds) and inter-product (across MFs, ETFs, and stocks) switching capabilities allow you to rebalance portfolios seamlessly without worrying about losing reinvestments. Mass transaction capabilities ensure that you can respond swiftly in any market condition, delivering the best result across clients in the shortest possible time frame.

 
 
Independent Research Support

The iFAST Research reports are known for their independence and data-focus across all the countries where we are present. From annual Recommended Funds reports, to regular updates covering Indian as well as global markets, iFAST research reports help you focus on your investors’ best interests.

 
 
Advisory and Execution Compliance

The iFAST India platform workflows have been designed to ensure complete compliance in all adviser and client actions. Some of these compliance features include:

Advisory Compliance

  • Mandatory risk profiling for all clients
  • Recording of advice & rationale for every trade, stored for minimum 5 years
  • Suitability of advice matched with client risk profile for every trade
  • Exclusive tie up with SKA for audit and compliance services

Execution Compliance

  • Compliance requirements on all executed trades are taken care of by the platform
  • All documents and records maintained by iFAST India
  • Signed agreements/LOEs maintained by iFAST India
 
 
Exclusive Partner Training

iFAST India is committed to ensuring that you and your team can use all the features of our platform for maximum efficiency. Our training team connects with all of our advisers to understand their training needs and deliver:

  • Feature & System Update Training
  • Financial Tools and Models Training
  • Discounts on Top Rated Educational Courses
 
 
Global Investments

Give your clients access to diversified global investments, with exposure to multiple currencies and beneficial no-capital-tax regimes. Access to global investments is backed by the much sought after iFAST Global Research reports that support our international platforms