[Now Live] Detailed Cashflow Report - Your Key to Smarter, Clearer Client Portfolio Analysis๐Ÿ“Š

Campaign #3030
ingested Back
Subject
[Now Live] Detailed Cashflow Report - Your Key to Smarter, Clearer Client Portfolio Analysis๐Ÿ“Š
Type
product-update
Sent
2025-11-07 22:20 IST
Recipients
2366
Opens
672
Clicks
-
List
Paid Advisor Automation
From
Support from IFANOW <support@futurewise.co.in>
Campaign Content (Text)
Dear [Name,fallback=],
๐Ÿš€ NEW RELEASE ALERT!
The Detailed Cash-Flow Report is now LIVE in MF Reports!
Weโ€™re thrilled to introduce a powerful new enhancement designed to give advisors deeper clarity and sharper insights into every investor portfolio.
With the Detailed Cash-Flow Report, you can now:
โœ… View complete cash flow breakdowns โ†’ segmented by asset class
โœ… Track Lifetime XIRR for each category
โœ… Analyse performance across any selected period (e.g. 01/01/2024 to 31/10/2025)
โœ… Access backdated data to compare returns across timelines and asset classes
This update brings greater transparency, faster analysis, and more informed, data-driven decisions, empowering you to better serve your clients with confidence!
๐Ÿ“‚ Where to find it: Navigate to Assets โ†’ Mutual Fund โ†’ Cashflow
Regards,
Team IFANOW
Original HTML Preview