Home › Finance
US
1 of 1 storefronts
Content in en-US
Content in en-US
Information
Apple ID1627494542
Bundle IDcom.iw.finomatic
SellerSeller
Min iOS16.0
Min macOS13.0
Device familiesiphone, ipad
Released2022-06-06
Copyright© FINOMATIC
Privacy policyLink ↗
Preview 2 platforms
iPhone 6 images
iPad 6 images
What’s New Version 1.8.4
- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements
Description
Finomatic is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:
- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance
Key Features:
- Complete Portfolio report download including all assets.
- View historical Performace of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.
Calculators and Tools available:
- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator
Accessibility
ipadiphonemacrealityDevicetvoswatch
Version history 23 versions
Build 885369004v1.8.42026-05-07 19:23:04
- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements
Build 883332210v1.7.92026-03-17 20:26:16
- Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues
Build 881666559v1.7.42026-01-28 14:55:58
- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes
Build 879263834v1.6.92025-10-28 10:18:09
- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes
Build 878556104v1.5.72025-10-01 03:14:53
- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes
Build 877560266v1.5.62025-08-26 09:15:00
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
Build 877465675v1.4.62025-08-22 17:37:23
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
Build 876950577v1.4.52025-08-04 16:55:22
BSE Order history - Added action to fetch Real time order status, New Investment NSE - Added option to Choose Folio bank, Enhanced Security Measures, Goal Planner - Edit / Delete Goals, Capital Gain Unrealized - As per New Income tax rules, Changed NSE Add Bank to Manage Banks and improved it`s functionality, Improved Transactions Screen, Fixed BSE,MFU Order placing issues, Fixed One-Day Change in Shares/Bonds.
Build 875338898v1.4.42025-06-05 11:45:26
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
Build 875140898v1.3.82025-05-29 01:32:57
BSE Order history - Added action to fetch Real time order status, New Investment NSE - Added option to Choose Folio bank, Enhanced Security Measures, Goal Planner - Edit / Delete Goals, Capital Gain Unrealized - As per New Income tax rules, Changed NSE Add Bank to Manage Banks and improved it`s functionality, Improved Transactions Screen, Fixed BSE,MFU Order placing issues, Fixed One-Day Change in Shares/Bonds.
Build 874669585v1.3.72025-05-12 16:41:29
- Improved capital gain realized
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of NSE Mandate Date
- Added security improvements
- Other fixes and updates
Build 874412060v1.3.62025-04-30 15:09:25
- Improved capital gain realized
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of NSE Mandate Date
- Added security improvements
- Other fixes and updates
Build 873181731v1.3.52025-03-13 10:54:51
- Added Step up SIP in NSE
- Improved My SIP Report
- KYC Status report now added in Broker Login
- Fixed IIN Mapped Issue
- Fixed BSE NRI Fatca Issue
- Fixed SIP Summary - NAV issue
- Fixed Meeting Note Crash
- Fixed Other Crashes
Build 872431466v1.3.32025-02-12 10:12:35
- BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax rules
- Changed NSE Add Bank to Manage Banks and improved it's functionality
- Improved Transactions Screen
- Fixed BSE, MFU Order placing issues
- Fixed One-Day Change in Shares/Bonds.
Build 872155174v1.3.22025-02-04 05:45:51
- BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax rules
- Changed NSE Add Bank to Manage Banks and improved it's functionality
- Improved Transactions Screen
- Fixed BSE, MFU Order placing issues
- Fixed One-Day Change in Shares/Bonds.
Build 866256652v1.2.62024-05-28 08:38:17
- Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update
Build 864875937v1.2.42024-04-02 05:50:29
- Login Via Mobile OTP
- Introduced New Goal Module with Add / Edit / Map Folio
- Improved Login / Forgot Password / Reset Password / Signup Screens
- Improved Transaction Filter
- Improved My Orders
- Resolved Login Issues
- Resolved Crashes
- General Update
Build 862855470v1.2.02024-01-12 15:07:02
Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes
Build 856236264v1.1.22023-04-11 00:25:39
Added My Journey So Far, As-on-Date on Dashboard, Improvement ELSS Download, MFU Nominees Authentication, BSE Nominees Authentication, Fixed KYC Location Issue, Issue of MFU onboarding, BSE Document Upload Issue, Notification Counter Issue, ARN Selection Issue in NSE, Dividend Report Issue, Other Crash & Bug Fix, General Update
Build 855203323v1.1.02023-02-27 18:23:35
New Dashboard with Gain & Overall Gain if enabled, Introduced Asset, Category, Investor & Fundwise Chart, Updated SIP Step up Calculator, RM Contact details if enabled, Resolved AUM filter issue, Resolved Transaction buttons issue, Resolved Invite Link Issue, Resolved Back Button in Broker Login, Resolved Issue in New Invest,General Update & Crash Resolved
Build 854795806v1.0.92023-02-06 21:55:44
New Dashboard with Gain & Overall Gain if enabled, Introduced Asset, Category, Investor & Fundwise Chart, Updated SIP Step up Calculator, Relationship Manager Contact details, if enabled, Resolved AUM filter issue, Resolved Transaction buttons issue, Resolved Invitation Link Issue, Resolved Date Validation on Transaction screen, Resolved Back Button from Broker Login, Resolved Issue in New Invest > Few Schemes not available in SIP,General Update & Crash Resolved
Build 854437828v1.0.72023-01-18 11:31:50
Investment Profile Create in Broker Login,Investment Return & One Day Change Percentage in Dashboard, Separate Section for Market Update on Home, Resolved Issue in Email Portfolio Valuation & Summary Report, Resolved App Crash on few Screens, Resolved Client Search Refresh Issue in Broker Login, Resolved Mandate Selection Issue in few cases,General Update
Build 849730959v1.0.12022-06-06 15:22:13
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 1 of 1 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 5 | 5.0 | 1.8.4 |
Change log 26 changes · US
✎
releaseNotes updated
- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated N
✎
description updated
Finomatic is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio w
✎
name updated
Finomatic
◆
Version 1.8.4 released
- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Adde
◆
Version 1.7.9 released
- Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Messag
◆
Version 1.7.4 released
- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Condit
◆
Version 1.6.9 released
- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Iss
◆
Version 1.5.7 released
- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes
◆
Version 1.5.6 released
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
◆
Version 1.4.6 released
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
◆
Version 1.4.5 released
BSE Order history - Added action to fetch Real time order status, New Investment NSE - Added option to Choose Folio bank, Enhanced Security Measures, Goal Planner - Edit / Delete Goals, Capital Gain Unrealized - As per New Income tax rules,
◆
Version 1.4.4 released
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
◆
Version 1.3.8 released
BSE Order history - Added action to fetch Real time order status, New Investment NSE - Added option to Choose Folio bank, Enhanced Security Measures, Goal Planner - Edit / Delete Goals, Capital Gain Unrealized - As per New Income tax rules,
◆
Version 1.3.7 released
- Improved capital gain realized
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of
◆
Version 1.3.6 released
- Improved capital gain realized
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of
◆
Version 1.3.5 released
- Added Step up SIP in NSE
- Improved My SIP Report
- KYC Status report now added in Broker Login
- Fixed IIN Mapped Issue
- Fixed BSE NRI Fatca Issue
- Fixed SIP Summary - NAV issue
- Fixed Meeting Note Crash
- Fixed Other Crashes
◆
Version 1.3.3 released
- BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax
◆
Version 1.3.2 released
- BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax
◆
Version 1.2.6 released
- Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update
◆
Version 1.2.4 released
- Login Via Mobile OTP
- Introduced New Goal Module with Add / Edit / Map Folio
- Improved Login / Forgot Password / Reset Password / Signup Screens
- Improved Transaction Filter
- Improved My Orders
- Resolved Login Issues
- Resolved Cras
◆
Version 1.2.0 released
Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active
◆
Version 1.1.2 released
Added My Journey So Far, As-on-Date on Dashboard, Improvement ELSS Download, MFU Nominees Authentication, BSE Nominees Authentication, Fixed KYC Location Issue, Issue of MFU onboarding, BSE Document Upload Issue, Notification Counter Issue,
◆
Version 1.1.0 released
New Dashboard with Gain & Overall Gain if enabled, Introduced Asset, Category, Investor & Fundwise Chart, Updated SIP Step up Calculator, RM Contact details if enabled, Resolved AUM filter issue, Resolved Transaction buttons issue, Resolve
◆
Version 1.0.9 released
New Dashboard with Gain & Overall Gain if enabled, Introduced Asset, Category, Investor & Fundwise Chart, Updated SIP Step up Calculator, Relationship Manager Contact details, if enabled, Resolved AUM filter issue, Resolved Transaction but
◆
Version 1.0.7 released
Investment Profile Create in Broker Login,Investment Return & One Day Change Percentage in Dashboard, Separate Section for Market Update on Home, Resolved Issue in Email Portfolio Valuation & Summary Report, Resolved App Crash on few Screen
◆
Version 1.0.1 released