Check some of our Key Reports & Sections under Finnsys 360 Admin Panel
All our Reports can be taken as a PDF or excel output; even you can send the reports on whatsapp, directly from the admin panel
Admin Dash Board
This dash Board is accessible to Admin as well as all his associates, staff and members who are managing the business along with the admin. Please note that the dash board UI and UX keeps changing with the time and demand. This is current prevailing admin dashboard ( as on 20th June 2023)
AUM report
This report provides multiple filters to derive the current AUM of your business. You can pull out this report on scheme, AMC, Sub brokers or any other criteria. The report is downloadable in excel and PDF
Full SIP / STP Report
This report provides multiple filters to derive the SIP/STP running under your ARN. You can pull out this report on scheme, AMC, Sub brokers or any other criteria. The report is downloadable in excel and PDF
Create your own Distribution Hierarchy
Finnsys 360 allows you to manage sub brokers by creating their separate login and allowing you to enter the commission payout ratio. You can manage your sub brokers commission payout as well as provide them the direct access on their data
