
Finnsys NEO
A CRM tool for MFDs
0 ratings
Free
About
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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What's New in Finnsys NEO
1.1.7
March 25, 2026
New Looks and New facelift of the App


