A comprehensive, fully integrated and state-of-the-art software for wealth managers & family offices that makes front office, middle office and back office look like one office. Soon, you'll be able to invest directly from the platform in stocks via a broker of your choice. Mutual Funds integration for Straight Through Processing.
Prepare, review, approve and execute all with zero human intervention. Our OMS takes care of routing & settlement or orders automatically.
GIPS Based investment performance reporting standards. Portfolio Growth with benchmark comparison, Yearly Performance TWRR, XIRR, CAGR.
Maintain allocations in multi versioned models for investors. Rebalance only select investors by creating new versions in the future.
Unique Securities across the entire account, Sector Breakup, Credit Rating holdings with weights and exposure. Modern Portfolio Theory based SD, Alpha, Beta & Sharpe Ratio and much more.
FinFlo allows a family office to setup & configure multiple advisor managed portfolios for dedicated managed portfolio dashboard with analytics, cost basis tracking using FIFO methodology, Profit & Loss reports and much more. Compare multiple advisors in one place.
Our purpose built proprietary onboarding engine can import data from any portfolio and rebuild its history since the inception of the clients portfolio without any data loss.
Our team can arrange an onsite or online demo to help you understand how FinFlo Enterprise works. Any questions, clarifications and pricing details will be given during demo. Please get in touch to schedule a demo.