Finomatic 1.2.6

FINOMATIC FINTECH SERVICES PRIVATE LIMITED ❘ Freeware ❘
iOS
av 3 röster

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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:

<ul>
 <li>Mutual Funds</li>
 <li>Equity Shares</li>
 <li>Bonds</li>
 <li>Fixed Deposits</li>
 <li>Portfolio Management Services (PMS)</li>
 <li>Insurance</li>
</ul>

Among its key features, Finomatic offers:

<ul>
 <li>A complete portfolio report download encompassing all assets.</li>
 <li>Easy access to historical performance data of the portfolio.</li>
 <li>Simplified login using Google email credentials.</li>
 <li>Transaction statements available for any specified period.</li>
 <li>One-click account statement downloads for any Asset Management Company in India.</li>
 <li>Advanced capital gain reporting capabilities.</li>
 <li>The ability to invest online in any mutual fund scheme or new fund offer, with tracking for order allotment to ensure transparency.</li>
 <li>Comprehensive SIP reports to track ongoing and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs).</li>
 <li>A detailed insurance list to monitor premiums due.</li>
 <li>Folio details registered with each Asset Management Company (AMC).</li>
</ul>

The application also features various calculators and tools to assist users with financial planning:

<ul>
 <li>Retirement Calculator</li>
 <li>SIP Calculator</li>
 <li>SIP Delay Calculator</li>
 <li>SIP Step-up Calculator</li>
 <li>Marriage Calculator</li>
 <li>EMI Calculator</li>
</ul>

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Besläktad

Ashika Client Backoffice 2.0

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