Finnsys NEO
10+
Downloads
Everyone
info
About this app
Finnsys NEO is a comprehensive, next-generation platform built exclusively for Mutual Fund Distributors to streamline operations, enhance client servicing, and drive business growth.
The platform combines portfolio tracking, client management, and automation into a single, intuitive system, enabling distributors to deliver a professional and efficient investment experience.
Key Features
Smart Portfolio Tracking
Monitor client investments, performance, and asset allocation through clear and structured dashboards.
Client Management
Maintain complete investor profiles, folios, and transaction details in one centralized system for easy access and control.
Business Insights
Track AUM, SIPs, and key performance metrics to make informed business decisions and identify growth opportunities.
Client Engagement
Offer clients a modern digital interface to view portfolios, monitor progress, and stay connected.
Automation and Integration
Reduce manual effort with integrated APIs and back-office connectivity, ensuring accuracy and efficiency.
Security and Reliability
Built with robust security standards to protect sensitive financial data and ensure system reliability.
The platform combines portfolio tracking, client management, and automation into a single, intuitive system, enabling distributors to deliver a professional and efficient investment experience.
Key Features
Smart Portfolio Tracking
Monitor client investments, performance, and asset allocation through clear and structured dashboards.
Client Management
Maintain complete investor profiles, folios, and transaction details in one centralized system for easy access and control.
Business Insights
Track AUM, SIPs, and key performance metrics to make informed business decisions and identify growth opportunities.
Client Engagement
Offer clients a modern digital interface to view portfolios, monitor progress, and stay connected.
Automation and Integration
Reduce manual effort with integrated APIs and back-office connectivity, ensuring accuracy and efficiency.
Security and Reliability
Built with robust security standards to protect sensitive financial data and ensure system reliability.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
What’s new
New Changes in the UI and App main functionality
App support
phone
Phone number
+919015211521
About the developer
ARM FINTECH CONSULTANTS PRIVATE LIMITED
abhinesh.kumar@armfintech.com
807, 8th Floor,A-09 GDITL NorthEx Tower
Netaji Subhash Place
New Delhi, Delhi 110034
India
+91 63935 18766
