Screen Definitions

• Related Articles

• Organization - User Management

  Below workflows explain's: 1. Creation of new user 2. Adding a user to the default group 1. Creation of new user: For accessing FinFlo, one can create User ID on the platform by going through simple steps that are illustrated in the form of screen ...

• PMS as Portfolio

  FinFlo allows users to add Mutual Funds, Direct Equity, Other Financial Assets like PMS, Bonds, Gold, Real Estate and other assets in a Portfolio.  Concept: PMS is an asset type and can be managed depending on level of details that an advisor intend ...