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Welcome to
Financial Dost
a real friend of advisors
Software development is our core. Leverage our talent to complete your next project, support your team, or architect a solution for your business. Our development team has foundations in core computer science and software development principles. More often than not, there is a language or paradigm that fits your needs better than others and we want to ensure we deliver that for you. If you have had a sudden change in technical leadership on your product, are seeking a new development company to partner with, or are simply looking for a second opinion, we are happy to examine your codebase and make recommendations for where your budget is best spent for meeting both workflow and performance goals.
We hope you enjoy our products as much as we enjoy offering them to you.
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Online Financial Office
We help you to convert your physical office into Online office that is your financial website.
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CRM Software
We provide all facilities under one roof like goal planning, online transaction and portfolio tracking.
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Mobile APP Development
We provide all your financial business details in your mobile like client self registration with portfolio details.
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Our Business Services
Goal Planning
We provide financial goal planning tool for set your investment goals like Retirement, Wealth Building, Kids Education & Marriage; along with risk management. Also provide financial calculators like Pension, SIP, Future Value & Become Crorepati.
Paperless Transactions
We provide online plateform for your investors to do haselfree transactions in mutual funds for Lumpsum purchase, SIP purchase, Redepmtion, Switch, STP, SWP. Client Registration, Mandate Registration, Txn Report along with Onbording Registration.
Portfolio Tracking
We provide unlimited secure login facility in our CRM Software to Financial Advisors and their unlimited sub-brokers and unlimited investors to check their mutual funds investments and others like Stock, Fixed Deposit, Real Estate and Insurance investments.
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