FinDost : Partner & AP App

Unlock your business potential with Findost, the all-in-one client management app designed exclusively for Findoc’s Authorised and Digital Partners. Supercharge your productivity, track leads, and accelerate your revenue growth with powerful business growth tools at your fingertips. Findost gives you a complete 360-degree view of your operations.

Serve your clients better and achieve your financial goals with a seamless platform that simplifies your workflow. Get instant financial insights, monitor client portfolios, and manage your business on the go.

Key Features to Empower Your Growth:

· Unified Dashboard: Instantly track daily earnings, trade counts, and revenue with our intuitive dashboard. Get a quick overview of your client status, top performers, and upcoming IPOs.

· Complete Client Management: Access detailed client profiles, view their holdings with returns, and check financial ledgers and balances effortlessly.

· Effective Lead Tracking: Monitor the progress of every lead from a single screen. Act on new business opportunities and manage follow-ups to convert more prospects.

· Deep Revenue Insights: Analyze your revenue monthly, quarterly, or yearly. Use advanced filters to drill down by client, region, or branch for actionable financial insights.

· Knowledge Centre & Marketing Support: Access expert videos, learning materials, and ready-to-use marketing content to expand your knowledge and grow your client base.

· Comprehensive Reporting: Receive transparent payout updates and generate detailed reports for smarter financial planning and performance tracking.

· Derivatives Positions: Easily track client derivative positions across all major exchanges, including NSE F&O, Currency, MCX, and NCDEX.

· Product Information Hub: Find detailed information on a wide range of products like mutual funds, IPOs, insurance, loans, PMS, and more.

What's Coming Soon:

· Mutual fund transactions (SIP & Lump Sum)

· Advanced portfolio management & sharing tools

· Detailed NAV charts and data insights

Download the Findost Partner App today and experience a smarter way to manage your business. Your journey to greater success starts here.