Finnsys NEO

A CRM tool for MFDs

Free · Designed for iPad. Not verified for macOS.

FinnBoard is India's leading mobile app for mutual fund advisors/distributors where they can automate their day to day activities on the go sticking to the AMFI DDQ layout. This app simplifies the management of their business and provides a holistic view of all investor activities. It also empowers them to manage their complete staff and Sub Broker Channel Some of the salient features of this app are: - Powerful dashboard - Tracking daily transactions - Compliance Management - See AUM details - See Brokerage Details - Check and send alerts to investors - View comprehensive reports.

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Icon Change Minor Bug Fixes

Version 1.2.1

The developer, Armfintech, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    • ARM Fintech Consultants Private Limited
    Size
    • 24.3 MB
    Category
    • Finance
    Compatibility
    Requires iOS 15.0 or later.
    • iPhone
      Requires iOS 15.0 or later.
    • iPad
      Requires iPadOS 15.0 or later.
    • iPod touch
      Requires iOS 15.0 or later.
    • Mac
      Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English
    Age Rating
    4+
    Copyright
    • © ARM Fintech Consultants Private Limited
  • Privacy Policy

    • More by Armfintech

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