Fintso Partner
Finanzas
Sólo para iPhone
Gratis · Diseñada para iPhone
iPhone
Evolve & Grow with our Digital Wealth Platform-as-a-Service
Our integrated digital wealth management platform enables modern financial advisors to evolve and adapt to an ever-changing financial landscape while retaining their own identity, brand and ARN.
MAKE YOUR PRACTICE DIGITAL NATIVE
- Cloud Native – Access 24x7 through web and mobile
- Scalable – Expand fluidly based on your demand using Serverless AWS Cloud
- Intelligent – Outsource operations to our bots and machine learning algorithms
- Secure – Back up your business securely to the cloud
Retain your identity and do more through the client app
- Your brand identity
- Transaction approvals
- Push notifications for product information and advisory
- Dashboards and portfolio reporting
- Family level consolidation
TRANSFER ASSETS TO YOUR OWN ARN
AMFI has now allowed sub-brokers to transfer assets to their own ARNs. If you are a sub-broker, this may result in increased revenue for you. Our team is equipped to assist you with this migration.
WIDEN THE PRODUCT OFFERING FOR YOUR CLIENTS
Grow your business even through existing clients
- Access world class research and marketing support
- Offer multiple products through one platform
- Address more client needs, increase share of wallet
Increase opportunities and diversify
- Start small, invest in tranches into themed baskets
- Diversify risk for investors and you
- Access companies and brands clients know and use
POWER YOUR ADVISORY CAPABILITIES
Actionable insights with our proprietary research and advisory
- Strategic, tactical and event based advisory
- Asset allocation and fund selection
- Model portfolios based on client needs
- Data analytics to monitor portfolios
- Share views, fact sheets and collateral with your branding
- Enhance your knowledge with curated study courses
PROTECT YOUR CLIENTS’ DATA
State-of-the-art data security and privacy protection
- Hosted securely on Amazon’s AWS Cloud (with AWS logo)
- OTP and biometric protected
- Data is encrypted and anonymized + SSL secured
- Every transaction validated by the client
- Family accounts access control
- Strong privacy policy, data never shared externally without consent
START SEAMLESSLY
Adapt without disruption
Step 1 – Sign up using your own ARN and credentials
Step 2 – Migrate clients and their transaction history with our team’s assistance
Step 3 – Mirror your organisation’s structure and enable clients’ app logins
Step 4 – Add new clients, transact, generate portfolio statements, and leave the reconciliations to our bots
Calificaciones y reseñas
Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.
Minor Bug Fixes and Enhancements
El desarrollador (Fintso) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .
Datos asociados con tu identidad
Los siguientes datos pueden recopilarse y asociarse con tu identidad:
- Información financiera
- Información de contacto
- Identificadores
Datos no asociados con tu identidad
Los siguientes datos pueden recopilarse, pero no están asociados con tu identidad:
- Diagnóstico
Accesibilidad
El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles
Ficha técnica
- Vendedor
- Adapt Fintech Advisors Private Limited
- Tamaño
- 41.3 MB
- Categoría
- Finanzas
- Compatibilidad
Requiere iOS 12.0 o posterior.
- iPhone
Requiere iOS 12.0 o posterior. - iPod touch
Requiere iOS 12.0 o posterior. - Mac
Requiere macOS 11.0 o posterior y una Mac con el chip M1 de Apple o posterior. - Apple Vision
Requiere visionOS 1.0 o posterior.
- Idiomas
- Inglés
- Edad
4+
- 4+
- Copyright
- © Adapt Fintech Advisors Private Limited