One of the finest mobile app to manage all your CRM works on the go – A great tool to explore
How it works
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FinnBoard is an easy to access admin CRM app for all finnSys users as on advisor you simply have to enter your details as provided by your admin head. This app can be used five level of hierarchies.

You can track mail backs, alerts and transaction of your clients – on the go

Once you login to the app you can track all the RTA importers done in your CRM system by you or by Finnsys auto upload department. You can even track all the alerts and tracks adequate action on the same.

Explore many useful tools

You can use all the marketing tools, you can track client details, push your fund recommendations, create and modify risk profile of your customer directly from the app.

Watch Demo Videos
See how it works

Watch a demo video to see how FinnBoard will help you in managing & tracking your business and help you in enhancing the communication between you & your client.

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Faqs
Frequently asked questions(FAQs)

What is the cost for getting admin app?

Admin App is an useful interface for all our users and it comes free of cost for Finnsys360 customers.

How many logins are free under Finnsys 360 admin App?

As you know, we are not taking any charges for Admin App under Finnsys360 plan. You can get a maximum of 5 Logins free under this plan, any further additional Id will cost you Rs 2,500/-per ID per year.

What if I am not using Finnsys360 plan?

If you are not register under FinnnSys360 plan, then you will have to buy FinnBoard at an additional cost of Rs. 6000/- per annum. Here you get 5 IDs free with the plan and any further additional Id will cost you Rs 2,500/-per ID per year.

Can I upload my data from admin app only.

No, currently we are not offering file upload facility on the FinnBoard App . However, if you are using our Auto upload facility, can enjoy the simple and one click tracking of the imported files.

Can I check account statement, taxation sheet, SIP details, etc., of client directly from the app.

Yes, you can check all such features, moreover you can also download and send pdf files via whatsapp.
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Terms of Services
Since it is an entrance of our web based FinnSys CRM Tool, all the term remains the same as contracted with you during the purchase of the Finnsys license.
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