1.2.6 Coffre-fort à installer
Finomatic serves as a comprehensive solution for Wealth Management, offering users the ability to manage their entire financial portfolio through an advanced application. This platform provides a holistic overview of various asset classes, including:
- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- Portfolio Management Services (PMS)
- Insurance
Among its key features, Finomatic offers:
- A complete portfolio report download encompassing all assets.
- Easy access to historical performance data of the portfolio.
- Simplified login using Google email credentials.
- Transaction statements available for any specified period.
- One-click account statement downloads for any Asset Management Company in India.
- Advanced capital gain reporting capabilities.
- The ability to invest online in any mutual fund scheme or new fund offer, with tracking for order allotment to ensure transparency.
- Comprehensive SIP reports to track ongoing and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs).
- A detailed insurance list to monitor premiums due.
- Folio details registered with each Asset Management Company (AMC).
The application also features various calculators and tools to assist users with financial planning:
- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step-up Calculator
- Marriage Calculator
- EMI Calculator
Vue d'ensemble
Finomatic est un logiciel de Logiciel gratuit dans la catégorie Affaires développé par FINOMATIC FINTECH SERVICES PRIVATE LIMITED.
La dernière version de Finomatic est 1.2.6, publié sur 15/01/2025. Au départ, il a été ajouté à notre base de données sur 15/01/2025.
Finomatic s’exécute sur les systèmes d’exploitation suivants : iOS.
Utilisateurs de Finomatic a donné une cote de 5 étoiles sur 5.
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