The operating book for single-family offices, multi-family offices, and private wealth. Many entities, many advisors — still one portfolio.
A family office does not fail on a missing chart. It fails when listed equity, a PE commitment, and a yield-bearing building live in three books and nobody can answer what the family owns this morning. FinFlo is the book those desks already run.
Family, entity, account, portfolio. Allocation, P&L, and cost basis (FIFO) at every level.
Several families, several external managers. Compare advisors. Map who may see which book.
CRM, RM tools, document vault, white-label investor app — client, mandate, and ticket on one record.
Listed and unlisted, private equity, commercial and residential real estate with yield tracking, PMS, AIF, MF, bonds, ETF, REITs, InVITs, insurance, NPS, deposits, cash.
Mutual funds, stocks, ETFs, REITs, InVITs — routing and settlement without a second system for the ticket.
TWRR, XIRR, CAGR, growth versus benchmark. Attribution across advisors and strategies. Inspired by GIPS — not a compliance certificate.
Reverse feeds from RTA, broker, or custodian. Product masters and commission rules. Look-through stays here; revenue intelligence is BIPS.
Rebuild a book from RTA files, broker feeds, or Excel — from inception, not from when the software went live.