FINORB is a software solution which caters to comprehensive day-to-day accounting, in-depth portfolio construction and analysis, with research notes and assists in wealth creation and management with risk analysis, enabling effective risk management.

FINORB lays down the processes and methodologies of accounts 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 hares and mutual funds transaction, it eases the transaction entries into the system and enables Profit & Loss and Balance Sheet of various entities in columnar form as well as in consolidated form.

In portfolio analyses, 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 investors. 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 & Loss Account and go up to the basic transaction with facility of editing there and then.

Salient Features
  • An integrated platform to manage all your finance, wealth and investments.
  • A Group concept, enables user to view data as individual or group wise.
  • Sector wise portfolio can be viewed for long term and short terms benefits.
  • It is build according to the current, with no entry loads and manual work.
  • Management of cash outflow and cash inflow, with zero redundancy, works as an assistance having well defined cash management.
  • Comparative analysis with model portfolio can be done.
  • Proper import transaction facility eradicates the manual entry processes, making it less error prone.
  • Better decision making abilities are obtained with a better forecasting of the invested wealth.
  • Proper balance sheet management with a perfect bank reconciliations.
  • Proper tax and dividend management with clarity of tax liabilities helps in efficient estimation of future tax liabilities.
  • Comparative profit / loss analysis helps in accurate business flow.
  • Maintains consistency in business operations by analysis of realized gain/loss with unrealized gain/loss.
  • Many More to Follow...

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