FinTrust Back Office
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👋 Welcome to FinTrust Back Office
Manage clients, track investments, and view portfolio reports — all in one place.
⚡ Quick Actions
📌 What You Can Do Here
✔ Maintain complete client records
✔ Track SIP, Lumpsum & SWP investments
✔ View consolidated client portfolios
✔ AMC-wise & Scheme-wise summaries
✔ This platform operates in secure online mode to ensure real-time data accuracy and reliable synchronization.
💡 Tips
• Use Reports tab to send statements via WhatsApp or Email.
• Online mode enabled for real-time data accuracy.
• Optimized for mobile usage.
Add Client
Client List
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Add Investment
Investment List
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Portfolio Summary
💼 Total AUM: ₹ 0
📈 SIP Total: ₹ 0
💰 Lumpsum Total: ₹ 0
Consolidated Client Statement
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AMC-wise Summary
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Scheme-wise Summary
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