FINOR is a Long-Term Solution Platform which consolidates all Wealth Management data into a unified space, delivering a comprehensive 360° overview of its clients’ investments.

FINOR’s software aggregates clients’ assets so that both customers and financial advisors can:

○ oversee the whole investment portfolio and its corresponding performance;

○ control easily the asset selection and allocation processes through indicative data;

○ analyze and monitor the investment portfolio in real-time based on market data evolution;

○ generate ready-to-use reports or interactive interfaces.

From family offices to asset managers, banks, insurance companies and pension funds, they all use FINOR for the Wealth Management data aggregation, the Omnichannel (Web & IOS & Android) digital tool that brings a seamless customer journey for better investment decisions and for the operational efficiency and cost management.

Yes, FINOR provides highly composable SaaS licensing modules and integration options, as well as reporting add-ons, in order to tailor the platform to the clients’ specific business needs.

FINOR uses a modern architecture that allows easy integration with existing systems, through APIs, already built connectors or that can be easily adapted, or through middleware solutions. We are flexible in terms of the technology used and we have a team of professionals with great experience in such project implementations.

FINOR's platform has been developed so that it can be easily installed in cloud - public, private / on prem, or hybrid, based on customers’ preferences.

Yes, customers can manually add different assets so that they can have a comprehensive overview of their total wealth at any time (for example real estate investments, shares in non-listed companies or other private investments).

Yes, FINOR takes its security and data protection seriously. It uses a two-factor authentication built-in and the latest technology standards to protect all your data.

FINOR's pricing is shaped based on the modules and corresponding additional reporting add-ons required in accordance with customers’ business needs, as well as on the number of users. For a detailed breakdown of our pricing plans, please contact us.

There are four simple steps which comprise the FINOR's onboarding process: initial set-up and account creation; customization and configuration; data migration and integration; manual addition of possible distinct assets which are not linked to an account. Continuous support is provided throughout the entire process to ensure a smooth and seamless transition for our customers to the FINOR platform, as well as future maintenance escalation.