Software Most Suitable For

A growing number of options available in the market for investment management, wealth management and finance management have led to various resource developments to manage the same solely, without depending upon other resources to manage it. Managing wealth with a purpose means offering a set of customized wealth solution for a given client profile. A plain vanilla approach of 'one size fits all' is generally an inferior way to financial planning.

That's why we have, FINORB, a unique solution specific to our defined clients which, broadly includes:

  • Family Office / HNIs - The software is best suitable for family office activities, where the investor can do the normal accounting and manage the portfolio, wealth, risk, etc for the entire family.

  • Corporate - Corporate with investments in shares, mutual funds, bonds etc can use the software for the maximum control on the investments and get a structured MIS for the individual company or for the entire group.

  • Promoter Companies - The software can be used to manage the promoter companies’ accounting, investment and wealth with a consolidated reporting.

  • Portfolio/Wealth Managers - Portfolio/wealth manager can utilize the software to manage the portfolio for their clients with an effective reporting system.

  • Companies Engaged in Investments/Loans - These companies can use the software to have a control on the income/interest payments/ receivables.

  • Accounting Firms - These firms can use the software to maintain the accounts and tax for themselves as well as for their clients.

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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