Clients
Our clients use FINOR for:
in a single, unified space, where both employees and customers have a 360° overview of all investments
Our clients use FINOR for:
(Web & IOS & Android) digital tool that brings a seamless customer journey for better investment decisions
Family Offices
FINOR assists family offices in managing complex financial needs efficiently and effectively through a comprehensive set of tools, including amongst others centralized data management, portfolio management, interactive dashboards and visual tools, performance measurement and attribution, reports, etc.
Banks
FINOR can enhance the services provided by banks by streamlining operations, improving client relationship, optimizing investment strategies and ensuring regulatory compliance, while also guaranteeing scalability for growing operations.
Insurance Companies
Insurance companies can benefit of FINOR’s services and enhance their investment management, reporting and analytics, while also counting on the scalability to handle growing portfolios or increased transaction volumes.
Asset Managers
By providing a comprehensive view of client accounts and their preferences, FINOR’s platform facilitates performance tracking, asset allocation analysis, income and tax analysis or generating customizable reports and, thus, enables asset managers to optimize investment decisions through personalized advice and tailored solutions, leading to a more streamlined and effective process.
Pension Funds
FINOR’s platform provides the interactive dashboards and visual tools to present complex financial data in an easily understandable format, as well as customizable reports on portfolio performance, asset distribution and other key metrics, all essential means for portfolio management, internal analysis and a clearer and more transparent communication with stakeholders.