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
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.
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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.
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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.
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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.
Family Offices
Banks
Asset Managers
Insurance Companies
Pension Funds
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.
