Discover Finorb - Elevate Your Family Office Management
The ultimate solution for integrated investment and financial management
Welcome to Finorb, designed to streamline your operations by combining advanced tools for accounting, portfolio management, research analysis, wealth management, risk analysis, and tax planning—all in one scalable platform. Our cutting-edge technology empowers you to make informed decisions effortlessly.
Features of Our Family Office Software
Investment Management
Streamlined Investment Transactions
Efficiency Boost: Save 60% of your time by seamlessly importing shares from brokers’ contract notes and mutual fund transaction files. Focus on strategy, not data entry.
Model Portfolio & Wealth Creation
Optimized Portfolios: Construct portfolios based on risk profiles and sector allocation for balanced growth. Enhance your wealth management strategy with sophisticated portfolio modeling.
In-Depth Equity Analysis
Research Notes: Utilize research notes for detailed equity analysis, making informed investment decisions.
Multi-Demat Accounts & Broker Management
Detailed Analysis: Track securities status Demat-wise and compute profit/loss using FIFO Demat-wise. Gain a clear view of your portfolio’s performance across multiple brokers and accounts.
Comprehensive Profitability Analysis
Informed Decisions: Access profitability reports in various combinations to support better decision-making. Tailor strategies based on detailed profitability insights.
Effective Risk Analysis
Risk Management: Conduct risk analysis based on scheme and script performance history, managing risks to protect your investments.
Comprehensive Portfolio & Wealth Analysis
Insightful Analysis: Create model portfolios and wealth distribution models for optimizing investment strategies.
Financial Accounting
Robust Accounting System
Detailed Financial Analysis: Utilize general accounting, cost centers, and sub-ledger features for comprehensive financial management.
Sub-Ledger Analysis
Granular Insights: Dive deep into financial data with sub-ledger analysis, gaining detailed insights into your finances.
Automated Accounting
Streamlined Operations: Automate accounting for sales and purchases of shares and investments, reducing manual tasks.
Automatic Bank Reconciliation
Accurate Reconciliation: Ensure accuracy with automated bank reconciliation, simplifying the reconciliation process.
Comprehensive Accounting Features
Sector-Wise Profitability
Analyze profitability by sector for targeted investment strategies based on sector performance.
Dividend Reconciliation & Cheque Book Control
Manage dividends and cheques effortlessly, keeping track of all financial transactions.
Handling Complex Transactions
Simplify the handling of dividend & bonus stripping, ensuring compliance and accuracy.
Tax and Compliance
Proactive Tax Estimation
Accurate Planning: Estimate ongoing income tax liabilities to avoid surprises. Plan your finances better with accurate tax forecasts.
Legal Compliance Monitoring
Accurate Planning: Estimate ongoing income tax liabilities to avoid surprises. Plan your finances better with accurate tax forecasts.
Alerts & Compliance Control
Effortless Adherence: Track and monitor legal compliance to avoid penalties and ensure smooth operations.
Compliance with Sec. 94(7) of Income Tax Act
Accurate Taxation: Automate precise disallowance calculations under sec. 94(7), ensuring compliance & saving time on tax computations.
Long Term/Short Term Gains and Losses
Simplified Tax Computation: Easily calculate taxes and generate detailed reports for Income Tax Office, optimizing your tax liabilities.
Wealth Management
Unified Group Concept
Holistic Insights: View data for individual entities and their groups, providing a comprehensive understanding of investments and simplifying complex structures.
Wealth Categorization
Clear Financial Overview: Generate wealth reports across different asset classes for a complete financial picture. Quickly understand your wealth distribution.
Effective Debt Control
Financial Discipline: Create income and repayment schedules to ensure timely interest receipts and repayments. Maintain control over debts and improve financial health.
Income & Expense Management
Balanced Financials: Efficiently manage income and expenses, keeping your financials balanced and well-controlled.
Cash Flow Prediction
Future Planning: Accurately forecast future cash flows to enhance financial planning and stay ahead of financial needs
Data Security and Accessibility
Web Interface for Reports
Anytime Access: Synchronize key reports to the web for easy access anytime, anywhere. Stay connected with your financial data on the go.
Secure Backup Facility
Data Protection: Protect your data with easy take and restore backup options, ensuring data security.
Reporting and Analysis
Detailed ROI Reports
Comprehensive Insights: Generate detailed ROI reports, including profitability analysis, portfolio analysis, and total investment returns, accurately measuring investment success.
Corporate Actions
Merger Management
Seamless Integration: Handle mergers efficiently by integrating assets and liabilities smoothly, ensuring financial reporting and compliance.
Pledged Securities Management
Clear Visibility: Track and manage pledged securities, ensuring accurate reporting and compliance with regulatory requirements.
Demerger Management
Streamlined Process: Manage demergers effectively, splitting assets and liabilities with precision to maintain financial integrity.
Unpledged Securities Management
Accurate Tracking: Keep a clear record of unpledged securities for better asset management and risk assessment.
IND AS Compliance
Adherence to Standards: Ensure compliance with Indian Accounting Standards (IND AS) to maintain transparency and accuracy in your financial reporting. Stay ahead with reliable and consistent financial practices.