Fintso
This innovative wealth management software empowers financial advisors by enabling seamless transactions under their own brand. Clients benefit from a user-friendly mobile app, automated portfolio statements, and access to diverse investment options, including global stocks and upcoming services like fixed deposits and loans against securities. Fintso enhances client engagement through tailored portfolio recommendations and research, fostering stronger advisor-client relationships while automating back-office tasks for increased efficiency.
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Top Fintso Features
- Transact under your own brand
- Client mobile app access
- Scheduled portfolio statements
- Auto-upload daily feeds
- Historical business onboarding
- Scheme recommendations feature
- Model portfolios creation
- Global investment options
- Fixed deposits integration
- Equity baskets for clients
- Loan against securities options
- P2P investment opportunities
- Comprehensive insurance offerings
- Data integration with ARNs
- Automated back-office tasks
- Paperless onboarding process
- Enhanced client experience tools
- Portfolio diversification strategies
- Research and advisory services
- Customizable investment solutions
