Finnsys NEO

Finnsys NEO

A CRM tool for MFDs

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Free

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Details

  • Released
  • Updated
  • January 10, 2020
  • March 25, 2026

Features

Finnsys NEO screenshot #1 for iPhone
Finnsys NEO screenshot #2 for iPhone
Finnsys NEO screenshot #3 for iPhone
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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

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