Make informed investment decisions confidently, anytime and anywhere, based on a comprehensive 360° overview of the investments in your care

We are an all-in-one wealth management software which supports both clients and advisors in managing specific investment products, overseeing entire portfolio and tracking its performance, controlling the asset selection and allocation processes through indicative data, generating and exporting interactive reports in line with regulatory requirements

FINOR Online | The all-in-one wealth management software which supports both clients and advisors in managing specific investment products, overseeing entire portfolio and tracking its performance, controlling the asset selection and allocation processes through indicative data, generating and exporting interactive reports in line with regulatory requirements | Build generational wealth |
FINOR Online | Analyze Data | The all-in-one wealth management software which supports both clients and advisors in managing specific investment products, overseeing entire portfolio and tracking its performance, controlling the asset selection and allocation processes through indicative data, generating and exporting interactive reports in line with regulatory requirements | Build generational wealth

01

Aggregate data

FINOR consolidates all your customers’ assets, market data and client data, providing a comprehensive view of the portfolios in your care and thus easing the investment decisions with respect to the next steps.

Learn more
FINOR Online | Dashboard | Build generational wealth | The all-in-one wealth management software which supports both clients and advisors in managing specific investment products, overseeing entire portfolio and tracking its performance, controlling the asset selection and allocation processes through indicative data, generating and exporting interactive reports in line with regulatory requirements

02

Analyze data

FINOR supports both clients and advisors in the real-time analysis and monitoring of the customer portfolio based on market data evolution, facilitating the observation of potential areas for improvement and alignment with the client's financial goals.

Learn more
FINOR Online | Reports | Build generational wealth | The all-in-one wealth management software which supports both clients and advisors in managing specific investment products, overseeing entire portfolio and tracking its performance, controlling the asset selection and allocation processes through indicative data, generating and exporting interactive reports in line with regulatory requirements

03

Seamless reporting

Generate ready-to-use reports and interactive interfaces.

FINOR offers the possibility to generate ready-to-use reports and interactive interfaces for both customers and institutions, in line with regulatory requirements.

Learn more

Find out more through our short video presentation

Finor app video | FINOR Online | Build generational wealth | The all-in-one wealth management software which supports both clients and advisors in managing specific investment products, overseeing entire portfolio and tracking its performance, controlling the asset selection and allocation processes through indicative data, generating and exporting interactive reports in line with regulatory requirements

Quick Demo Video

FINOR is the result of our passion for client centricity. It doesn't replace humans, but helps them to focus on the right path

We are the Long-Term Solution Platform for Financial Institutions, seamlessly consolidating all Wealth Management data into a unified space.

It's time to transition from the traditional approach to Wealth Management and embrace a hybrid advisory model.

FINOR offers a broad set of wealth management software solutions designed to accelerate the digital transformation in wealth management.

We are one team, with one mission, developing one tool, from one location, all driven by a simple, yet powerful vision: to empower customers and advisors in Wealth Management through hybrid advisory

One team

6 members

One mission

Leading Long-Term Solution Platform for Financial Institutions

One tool

360° overview of all investments

One office location

Bucharest

We are one team, with one mission, developing one tool, from one location, all driven by a simple, yet powerful vision: to empower customers and advisors in Wealth Management through hybrid advisory

One team

6 members

One mission

Leading Long-Term Solution Platform for Financial Institutions

One tool

360° overview of all investments

One office location

Bucharest

Coming together. Keeping together. Working together.

FINOR Online | Dashboard | Build generational wealth | The all-in-one wealth management software which supports both clients and advisors in managing specific investment products, overseeing entire portfolio and tracking its performance, controlling the asset selection and allocation processes through indicative data, generating and exporting interactive reports in line with regulatory requirements