Finnsys NEO vs IRIS by Kfintech

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.

IRIS is India's most comprehensive distribution solution designed specifically for Independent Financial Advisors (IFAs), Distributors, Wealth Managers and Financial Institutions. Built by KFintech - India's leading investor solutions provider - IRIS empowers financial distributors to manage, transact, and grow their businesses effortlessly across multiple asset classes, including: * Mutual Funds * Fixed Deposits (FDs) * National Pension System (NPS) * Portfolio Management Services (PMS) * Alternative Investment Funds (AIF) * Specialized Investment Funds (SIF) * Loan Against Mutual Funds (LAMF) Key Benefits of IRIS * New Ways to Earn Unlock additional revenue without leaving the platform. Initiate Tax Filing for investors and earn on a new revenue stream. Unlock liquidity for investors against their mutual fund holdings through LAMF, with no redemption needed. See your FD commission structure and a built-in earnings calculator upfront, before you empanel. * One-Stop Multi-Asset Management Invest, manage, and track Mutual Funds, NPS, PMS, AIF, SIF, Fixed Deposits and LAMF seamlessly, from one unified interface - with SIF now brought fully in line with the MF experience. * Complete Revenue & Portfolio Visibility Detailed MF analytics scheme-by-scheme in My Earnings, downloadable invoices, exportable SIP Dashboard sheets with investor contact details, and Capital Gain and Portfolio Valuation statements you can generate for investors on demand. * Instant Empanelment Start offering Fixed Deposits, LAMF and Tax filing immediately by completing empanelment with top providers in less than 2 minutes. * Real-Time Transaction Tracking Enhance investor trust with transparent, real-time transaction status updates, one-click reminders for pending transactions across MF, other assets and SIF, and clear guardrails (like Growth/IDCW defaults) that prevent costly mistakes. * Effortless Servicing, Fewer Failed Transactions Spot and fix compliance gaps (KYC, FATCA, Nominee, KOTM) before they block a transaction. See active mandate capacity before pitching a new SIP. Manage nominees and bank details in-platform with pre-populated forms - no offline forms needed. * Swift & Easy KYC and Mandates Digitally onboard investors anywhere, anytime with simplified KYC and mandate management, and an enhanced KOTM dropdown that shows bank, logo and mandate limit upfront. * Investor Dashboard Revamp A one-stop servicing center for every client - folio-level and scheme-level views, all SIPs, STPs and SWPs in one place, upcoming SIPs and redemptions at a glance, and quick actions like Download SOA, all without switching screens or running a report. * Phygital Capabilities Blend physical forms and digital execution effortlessly, without disruption. * Grow Your Own Brand Send festival templates carrying your own logo and name with Co-branding - strengthening your brand with every investor touchpoint. * Get Rewarded for Growth Earn quarterly adoption rewards through the IRIS Premier League recognizing new investor onboarding, SIP registrations, transaction volume and FD registrations. * Advanced Analytics Deep-dive into portfolio performance, SIP inflows, maturities, and more - with schemes sortable by 3-year returns - enabling smarter business growth and decisions. * Explore & Learn On the Go Discover every live NFO, including SIF, in one view. Access a full YouTube feature library with walkthrough videos for every IRIS feature, self-serve. * User Hierarchy Management Map your team hierarchy under you for a complete 360-degree view of your business. Why IRIS? Our mission is clear - transform the financial distribution landscape by simplifying operations, eliminating technological hurdles, and extending reach. We enable every distributor - from individual IFAs to large institutions - to deliver superior service, deepen investor relationships, and grow their business sustainably. Download IRIS now and empower your distribution journey.