Fintso Partner 4+
Fintso
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简介
Evolve & Grow with our Digital Wealth Platform-as-a-Service
Our integrated digital wealth management platform enables modern financial advisors to evolve and adapt to an ever-changing financial landscape while retaining their own identity, brand and ARN.
MAKE YOUR PRACTICE DIGITAL NATIVE
- Cloud Native – Access 24x7 through web and mobile
- Scalable – Expand fluidly based on your demand using Serverless AWS Cloud
- Intelligent – Outsource operations to our bots and machine learning algorithms
- Secure – Back up your business securely to the cloud
Retain your identity and do more through the client app
- Your brand identity
- Transaction approvals
- Push notifications for product information and advisory
- Dashboards and portfolio reporting
- Family level consolidation
TRANSFER ASSETS TO YOUR OWN ARN
AMFI has now allowed sub-brokers to transfer assets to their own ARNs. If you are a sub-broker, this may result in increased revenue for you. Our team is equipped to assist you with this migration.
WIDEN THE PRODUCT OFFERING FOR YOUR CLIENTS
Grow your business even through existing clients
- Access world class research and marketing support
- Offer multiple products through one platform
- Address more client needs, increase share of wallet
Increase opportunities and diversify
- Start small, invest in tranches into themed baskets
- Diversify risk for investors and you
- Access companies and brands clients know and use
POWER YOUR ADVISORY CAPABILITIES
Actionable insights with our proprietary research and advisory
- Strategic, tactical and event based advisory
- Asset allocation and fund selection
- Model portfolios based on client needs
- Data analytics to monitor portfolios
- Share views, fact sheets and collateral with your branding
- Enhance your knowledge with curated study courses
PROTECT YOUR CLIENTS’ DATA
State-of-the-art data security and privacy protection
- Hosted securely on Amazon’s AWS Cloud (with AWS logo)
- OTP and biometric protected
- Data is encrypted and anonymized + SSL secured
- Every transaction validated by the client
- Family accounts access control
- Strong privacy policy, data never shared externally without consent
START SEAMLESSLY
Adapt without disruption
Step 1 – Sign up using your own ARN and credentials
Step 2 – Migrate clients and their transaction history with our team’s assistance
Step 3 – Mirror your organisation’s structure and enable clients’ app logins
Step 4 – Add new clients, transact, generate portfolio statements, and leave the reconciliations to our bots
新内容
版本 1.5.6
Minor Bug Fixes and Enhancements
App 隐私
开发者“Fintso”已表明该 App 的隐私规范可能包括了下述的数据处理方式。有关更多信息,请参阅开发者隐私政策。
与你关联的数据
开发者可能会收集以下数据,且数据与你的身份关联:
- 财务信息
- 联系信息
- 标识符
未与你关联的数据
开发者可能会收集以下数据,但数据不会关联你的身份:
- 诊断
隐私处理规范可能基于你使用的功能或你的年龄等因素而有所不同。了解更多
信息
- 提供者
- Adapt Fintech Advisors Private Limited
- 大小
- 41.3 MB
- 类別
- 财务
- 兼容性
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- iPhone
- 设备需装有 iOS 12.0 或更高版本。
- iPod touch
- 设备需装有 iOS 12.0 或更高版本。
- Mac
- 需要 macOS 11.0 或更高版本以及装有 Apple M1 或更高版本芯片的 Mac。
- Apple Vision
- 设备需装有 visionOS 1.0 或更高版本。
- 语言
-
英语
- 年龄分级
- 4+
- Copyright
- © Adapt Fintech Advisors Private Limited
- 价格
- 免费