A growing number of options available in the market for investment management, wealth management and finance management have led to various resource developments to manage the same solely, without depending upon other resources to manage it. Managing wealth with a purpose means offering a set of customized wealth solution for a given client profile. A plain vanilla approach of 'one size fits all' is generally an inferior way to financial planning.
That's why we have, FINORB, a unique solution specific to our defined clients which, broadly includes:
- Family Office / HNIs - The software is best suitable for family office activities, where the investor can do the normal accounting and manage the portfolio, wealth, risk, etc for the entire family.
- Corporate - Corporate with investments in shares, mutual funds, bonds etc can use the software for the maximum control on the investments and get a structured MIS for the individual company or for the entire group.
- Promoter Companies - The software can be used to manage the promoter companies’ accounting, investment and wealth with a consolidated reporting.
- Portfolio/Wealth Managers - Portfolio/wealth manager can utilize the software to manage the portfolio for their clients with an effective reporting system.
- Companies Engaged in Investments/Loans - These companies can use the software to have a control on the income/interest payments/ receivables.
- Accounting Firms - These firms can use the software to maintain the accounts and tax for themselves as well as for their clients.