# neoFinDesk

> neoFinDesk (iPhone/iPad app by InvestValue Fintech Private Limited.)

- Source: https://appshunter.io/ios/app/neofindesk/id6753894650 (this page in markdown: same URL + `.md`)
- Developer: [InvestValue Fintech Private Limited](https://appshunter.io/developer/1845553289)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 84 MB
- Languages: English
- Released: 2025-10-20
- Data updated: 2026-07-02
- User reviews in markdown: https://appshunter.io/ios/app/neofindesk/id6753894650/reviews.md

## What is neoFinDesk?

neoFinDesk, Multi-Issuer Platform and Wealth product marketplace developed by Invest Value Fintech Private Limited (IVFPL), is a comprehensive wealth-products marketplace.

It connects potential collaborators, including manufacturers and distributors. By leveraging the platform, collaborators gain access to wide-ranging products and solutions, streamline operations and expand reach to enhance their investment offerings. Backed by design, sales, and technology experts, the platform provides a seamless and efficient experience to all stakeholders.


## Version history (last 5 releases)

### 1.2.6 — 2026-06-22

This update brings powerful enhancements for investors and relationship managers:

NFO investing made easy
Discover active New Fund Offers and place NFO orders right from your mobile app, with all key details at your fingertips.

Bulk mutual fund orders
Build a basket of multiple mutual fund orders and submit them together in one seamless flow, saving time on repeated entries.

Client Leads on mobile
Access a dedicated Client Leads section with list and details screens, so you can review and follow up with leads anywhere.

Improvements & fixes
Polished UI, better performance, and bug fixes across the app for a smoother, more stable experience.

### 1.2.5 — 2026-06-16

Enhanced Security

Added MPIN authentication for secure access to sensitive sections.

Added Biometric authentication (Face ID on iOS and fingerprint on Android) as an alternative login method.

Push Notifications with Deep Actions

Users can now receive push notifications and tap them to open:

Purpose-specific screens within the app

PDF documents (e.g., reports, invoices)

Push click actions are now context-aware and open the correct purpose screen or PDF automatically.

External Link Support

Added support for external links:

Links in push notifications and other in-app content can open external URLs securely.

External links are handled consistently across iOS and Android.

### 1.2.2 — 2026-05-29

Added feature to place order on Mutual funds
Added AI Analysis client insights on client dashboard

### 1.2.0 — 2026-05-20

Intern Login: Added secure login functionality for interns, complete with role-based access control to prevent unauthorized actions.

Lead Creation: Interns can create new leads directly from the dashboard, including fields for contact details, source, and priority.

Lead Management: Authorized interns can now view, edit, and assign leads within their permissions, enabling faster team collaboration on sales pipelines.

### 1.1.9 — 2026-05-14

Intern Login: Added secure login functionality for interns, complete with role-based access control to prevent unauthorized actions.

Lead Creation: Interns can create new leads directly from the dashboard, including fields for contact details, source, and priority.

Lead Management: Authorized interns can now view, edit, and assign leads within their permissions, enabling faster team collaboration on sales pipelines.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-02.*