SAPTHAGIRI FINXSOFTWARE PRIVATE LIMITED
SAPTHAGIRI FINXSOFTWARE PRIVATE LIMITED
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    • Home
    • About us
    • FINX SOLUTIONS
      • FINX T-ComSoft
      • FINX SCM
      • FINX CRM
      • FINX WEBSITES
      • FINX FILINGS
      • FINX INVESTWARE
    • Contact Us
    • CAREERS

  • Home
  • About us
  • FINX SOLUTIONS
    • FINX T-ComSoft
    • FINX SCM
    • FINX CRM
    • FINX WEBSITES
    • FINX FILINGS
    • FINX INVESTWARE
  • Contact Us
  • CAREERS

FINX INVESTWARE

YOUR PORTFOLIO MANAGER!

Seed to Tree!

From first-time investor to long-term client, make onboarding as simple as possible.

On Cloud

Upload Registrar files from our backend in a secure and automatic manner. Every night, your data is backed up to a secure, offsite location and is accessible from anywhere.

Refreshing Look

To get the work done, use a simple, clean interface. So is the interface attractive, but it also feels lot faster to operate.

FEATURES

Invest in Mutual Funds

Invest in Mutual Funds

Invest in Mutual Funds

Transact in current folios and create new ones with the NSE N MF, BSE Star MF, and MFU Platform's seamless interaction.

All in one platform

Invest in Mutual Funds

Invest in Mutual Funds

Assign Relationship Managers and Sub-Brokers to each investor in a family account. Clients have complete control over their information.

Portfolio Reporting

Portfolio Reporting

Portfolio Reporting

View, manage and monitor the Capital Gains and the Family Portfolio. Report on XIRR and CAGR. With a simple click, you can present your clients with a complete portfolio.

Broadcast emails

Portfolio Reporting

Portfolio Reporting

Send a large number of emails to specified groups of clients or prospects on a regular basis, with reports attached. Customized email campaigns and bulk upload options are the salient features.

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  • Home
  • About us
  • FINX T-ComSoft
  • FINX SCM
  • FINX CRM
  • FINX WEBSITES
  • FINX FILINGS
  • FINX INVESTWARE
  • Contact Us
  • CAREERS

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