FinDOST is a tool by Findoc that is made for Authorized Partners who are associated with Findoc. It is dedicatedly created as a financial domain. The app helps Authorized Partners check their clients’ financial data, activities and manage their investments efficiently and instantly. They can see and monitor various movements of their client’s investments and direct them according to their command and strategies. The app is based on different levels, mainly from AP (Authorized Partner), RM (Relationship Manager), ZO (Zonal Officer), RO (Regional Officer), to BO (Branch Officer). The architecture specifies the authority of viewership for respective officers.
Real-Time Data Tracking
The app provides complete access to the AP and also adds more convenience to the user for a better experience.
Application-based on two major markets
Equity/ Cash Holding market - AP can view the top 5 Losers in red and Gainers of the day green. So, the AP can visualize the data and make its next move based on the analysis.
Derivative market /Currency /Commodity
Both these markets have different significance for different clients. Some are investing in the equity market, while some have their stakes in the derivative market. So, the AP has access to every information in detail.
Variety of stock markets
The app includes the ‘Stock Market’ indices of various markets such as Nifty 50, SENSEX, Nifty CPSE, Nifty Energy, Nifty Bank, Nifty 500, and more. No need to move on trading applications to check market mood. So, you can select anyone and look for any of them.
Get a complete list of clients
With this app, AP can easily monitor their clients investments, revenue generation , active/in-active clients, account balances. Also AP can set the notifications options for client., access a complete list of clients that can be seen on the portal, along with their investments, turnover and revenue generated from them. the last date and data update.
View top clients
Dashboard provides a view of the client activities at a glance, like top gainers, losers, top clients turnover wise, revenue wise and profit gainers on their holding.
AP can have more than 60+ clients, and the app shows all the clients and top clients, especially on the app’s screen, with their names, code, and turnover.
Schedule events
It is difficult to remember everything about so many clients; thus, the app provides easy-to-schedule event reminders to keep the AP actively in touch with the clients. APs can send predefined text messages or template-based messages of birthdays or anniversaries to stay active in contact with the clients.
Broadcast updates & stay connected with clients
As an AP, it is essential to maintain a good relationship with clients. The app provides a unique feature to broadcast messages, news, share updates and nurture a healthy professional bond with them.
Products of FinDost
The app also supports many more features like Mutual Funds, Gold Bond, IPO, Insurance, loans, and Fixed Income. So, AP can simultaneously seek more investment options for its clients. In addition, the app provides diverse opportunities to the AP for multiple investment purposes based on the client’s requirements. Also, with FinDost, the APs can send news or recent updates on various investment options to their clients.
Stay updated with Notification
APs will receive essential notifications through this app regarding everything related to the financial industry and investment strategy.
Knowledge Centre
Know everything about the app in this section and learn what value we are trying to provide. It is a complete store filled with resources that will help AP understand the app better.
Frequently Asked Questions
Learn more about how the app works and its functionality. APs can search for the most common questions and seek answers to all the doubts related to the app.