Solutions
FINOR is your Long-Term Solution Platform which consolidates all Wealth Management data into a unified space, delivering a comprehensive 360° overview of your clients’ investments.
Investment products
FINOR's software enables you to review and manage specific investment products in one tool, oversee your clients’ investment portfolios as well as their performance, and easily control the asset selection and allocation processes through indicative data.
Bonds
We extract and display static data (like reference parameters and main bonds’ characteristics), as well as calculate essential performance indicators (amongst which price evolution, return, yield to maturity, etc.) in accordance to inputted trades and real-time market data.
Stocks
We present key identifiers of shares in listed companies and compute statistics, PnL and performance based on inputted trades and real-time market data.
Funds
We display key identifiers and compute statistics, PnL and performance based on inputted trades and real-time market data.
Discretionary portfolio
We provide a detailed view of your customers’ discretionary managed portfolios, their investment strategies and underlying assets (funds, exchange-traded commodities, stocks, bonds, real-estate investment trusts, cash, etc.), reporting amongst other instrument specific and evolution, amount invested, market value or corresponding weight.
Company shares
We provide an outlook of your clients’ participations in different unlisted companies and specific details of their transactions.
Real estate
We display an overview of your clients’ properties and their corresponding values, including key details, expenses and projected income.
Banking products
We synthesise your clients’ current account information, savings, term deposits or loans through the Open Banking module, which allows them to connect to all their bank accounts in one place and view their balance and transaction history in real time.
Data integration and management
It's time to transition from the traditional approach to Wealth Management and embrace a hybrid advisory model, allowing both Clients and Advisors convenient access to the data required for the asset allocation process.
Get insights anytime and anywhere on every asset in your clients’ portfolios and quickly assess their exposure and understand their risks.
Provide a seamless user experience.
Easy overview documents on transaction or client level.
Control, analyse and monitor clients’ portfolios’ real-time evolution and performance.
Create greater transparency.
Enable both financial advisors and clients to make informed data-driven investment decisions, optimize investment strategies, while also ensuring regulatory compliance.
Portfolio analysis
FINOR’s platform is designed to help clients and advisors make informed decisions, by simplifying the evaluation of investment portfolios’ performance, risk and asset allocation.
Our software provides interactive dashboards, charts and performance metrics, which offer insights into the current state of the portfolio, potential areas for improvement and alignment with the client's financial goals.
Dashboards
Interactive dashboards powered by real time market data feeds to analyze and monitor your clients’ investment portfolios and their corresponding performance metrics, enhancing efficiency and decision-making.
Charts
Interactive charts and historical information - which gives you in depth look at your client’s investment instruments.
Performance measurement
○ Realized Performance & Unrealized Performance
○ Time-Weighted Returns & Money-Weighted Returns
○ Yield to Maturity
Attribution analysis
Identify the sources of portfolio returns, such as asset allocation, security selection, and market timing.
Asset allocation analysis
Asset allocation analysis - review current asset distribution of your customers’ investment portfolios in order to possibly formulate portfolio rebalancing recommendations.
Income & projected income analysis
Income & projected income analysis (coupons, dividends, interest, rent, potential income resulted from upcoming bonds’ maturities, etc.).
Tax analysis
Tax analysis - assess the tax implications of customers’ portfolio holdings and transactions.
Foreign exchange exposure analysis
Monitor and mitigate the potential foreign exchange risk associated with your clients’ portfolios’ underlying assets denominated in different currencies.
Interactive reports
Generate interactive reports to communicate findings to clients and advisors, understand and enhance portfolio performance.
Reporting
Seamless reporting for customers and institutions
Generate and export interactive reports for both customers and employees, in line with regulatory requirements
Play with the interfaces, use our filter options and choose the type of file in which you want to export the information
Interactive reports
Interfaces to generate interactive reports for both customers and institutions, including regulatory requirements.
Play with the interfaces, use our filter options and choose the type of file in which you want to export the information
Filter data
Many smart filter options are available in order to extract the exact desired data.
Data export
Export the data in the desired format, we support the most popular file types.
Notifications
Send the generated reports directly to clients using the notifications module.
Compliant with regulatory requirements
Our technology takes care of regulatory reports.
It also ensures accuracy and compliance with regulatory requirements.