Many More to Follow...
FINORB lays down the processes and methodologies of accounts & portfolio construction for individual entities as well as consolidates the same for the group to which such entities relate as a whole. With data import facility for shares and mutual funds transaction, it simplifies the transaction entries into the system and enables Profit and Loss and Balance Sheet of various entities in columnar form as well as in a consolidated form.
In portfolio analysis, it establishes the process of comprehensive portfolio construction. It also enables construction of model portfolio of different kind considering the different needs of investors and enables comparison of the actual portfolio with any one of the different model portfolio. In a similar way FINORB helps in creation of model wealth distribution under different asset classes for different risk profiles. It further enables comparison of actual wealth distribution against model wealth distribution associated with the risk profile of the investor. The feature of research notes and alerts assists the investor in taking rationale decision.
The software has been designed in such user friendly way that the Masters can be added both at the transaction as well from reports. Further, the drill down system enables the user to start from any report including Balance Sheet / Profit and Loss Account and go up to the basic transaction with facility of editing there and then.
The various unique features like automatic import of data relating to mutual funds and shares, the capability to have comprehensive data analysis including preparation of profit/ loss analysis, for individual investors as well as group of investors, makes it a must for High Net Worth Individuals/ Companies/ Investing and Managing Funds over Rs. 5 to 10 crores.