Finnsys NEO

Finnsys NEO

The New Power Machine for Mutual Fund Distributors

Finnsys NEO is a next-generation digital platform designed to help Mutual Fund Disctributors grow, manage, and scale their business efficiently in today’s fast-moving financial landscape.

Built specifically for financial advisors and MFDs, the app brings powerful tools, automation, and investor servicing capabilities into one intelligent platform.

Why Finnsys NEO?

Managing a mutual fund business requires more than transactions — it requires growth tools, automation, client engagement, and compliance support.

Finnsys NEO empowers distributors with technology that simplifies operations and accelerates business growth.

Key Features

Complete Business Dashboard

Monitor AUM, SIP performance, investor activity, and business growth in real time.

Client Management & CRM

Manage investor records, track interactions, and deliver superior client servicing.

Transaction & Investment Platform Integration

Seamless integration with regulated platforms enables secure onboarding and transactions.

Portfolio Tracking & Reporting

Provide clients with updated portfolio views, performance insights, and detailed reports.

Smart Alerts & Notifications

Stay updated on SIP due dates, transactions, and important investor activities.

Investor Onboarding & Digital KYC

Simplify onboarding with paperless processes and compliance-ready workflows.

Statements & Reports

Generate professional reports and investment summaries instantly.

Enhanced Client Engagement Tools

Stay connected with investors through timely updates and service communication.

Built for Growth

Finnsys NEO helps distributors:

grow their client base
improve investor retention
enhance service efficiency
digitize operations
scale business effortlessly

Secure & Compliant

Finnsys NEO follows industry best practices for data security and regulatory compliance to ensure safe and reliable operations.

Who Should Use Finnsys NEO?

Mutual Fund Distributors (MFDs)
Financial Advisors
Wealth Managers
Financial Service Professionals

Transform the Way You Run Your MF Business

Whether you are starting out or managing a large client base, Finnsys NEO provides the technology backbone needed to build a modern, scalable financial distribution practice.

Support & Assistance

For assistance, contact:

https://www.armfintech.in/support
admin@armfintech.com

Power Your Growth with Finnsys NEO

Upgrade your mutual fund distribution business with a smarter, faster, and more powerful digital platform.