Key Features

FINORB is an integrated and comprehensive Investment and Financial Management Software Solution for Comprehensive Accounting, Portfolio Management & Research Analysis, with a complete Wealth Management including Risk Analysis and Tax Planning.

It is scalable and provides the technology that allows the investor to take decision in Financial Market in respect of portfolio. It also gives integration with GL accounting and automation of Financial Reporting System with less human intervention.

The most sought after features of FINORB with the equivalent benefits are mentioned below:

  • Investment transactions entered through import

:Reduction of around 60% of manual work through import of shares through brokers’ contract notes & mutual funds transaction files


  • Group Concept

:Facility to view data for an individual entity as well as for the respective group


  • Deals with Multiple Demat A/Cs’ & Brokers

:Helps in providing securities status Demat wise as well as compute profit/loss, taking FIFO Demat wise


  • Deals with 94(7) of Income Tax Act

:Provide the disallowance under section 94(7)


  • Long Term/Short Term Gains/Losses

:Helps in computing tax and providing details to Income Tax Office


  • Drill Down Facility

:One can reach to the base level of the transaction through drill down


  • Profitability Analysis in different forms

:One can look at the profitability report in multiple combination -must for  better decision making


  • Creation of Model Portfolio & Wealth

:Provide portfolio construction considering risk profile and permits  sector allocation


  • Control on Debts

:Can generate income & repayment schedule and control receipt of  interest as well as repayments


  • Comprehensive Accounting

:Provide general accounting, cost centre and sub ledger for analysis


  • Tax Estimation

:Ongoing estimation for income tax liability


  • Legal Compliance Monitoring

:Monitoring and tracking of legal compliance


  • Wealth Categorization

:Accumulated wealth report for different asset classes


  • Web Interface for Reports

:Certain reports can be synchronized on web so that users can see  them anytime anywhere


The various other benficial features of FINORB are mentioned below:

  • Group Concept with integration of Accounts, Portfolio Management and Wealth Management on a single platform
  • Import of Shares
  • Import of Mutual Funds
  • Automated Accounting System for sales and purchase of the shares and investments
  • Sector wise profitability statement
  • Automatic bank reconciliation
  • Dividend reconciliation
  • Cheque book control
  • Handling of dividend & bonus stripping
  • Legal Compliance control
  • Alerts
  • Sub ledger analysis
  • Control on debt instruments, income as well as repayments
  • Prediction of future cash in-flow and out-flow, in addition to current cash in-flow and out-flow
  • Portfolio analysis by creation of model portfolio
  • wealth analysis by creation of wealth distribution model for growth comparison
  • Research notes facility helps in equity analysis
  • Risk Analysis on  the basis of scheme and script performance history
  • Creation of income and expense heads
  • Proper management of estimated tax and liabilities
  • Facility of take and restore data backups
  • ROI reports, like profitability analysis on cost, portfolio analysis on market value, total annualized and actual returns on investment and total summary of investment return

Salient Features
  • An integrated platform to manage all your finance, wealth and investments.
  • A Group concept, enables user to view data as individual or group wise.
  • Sector wise portfolio can be viewed for long term and short terms benefits.
  • It is build according to the current, with no entry loads and manual work.
  • Management of cash outflow and cash inflow, with zero redundancy, works as an assistance having well defined cash management.
  • Comparative analysis with model portfolio can be done.
  • Proper import transaction facility eradicates the manual entry processes, making it less error prone.
  • Better decision making abilities are obtained with a better forecasting of the invested wealth.
  • Proper balance sheet management with a perfect bank reconciliations.
  • Proper tax and dividend management with clarity of tax liabilities helps in efficient estimation of future tax liabilities.
  • Comparative profit / loss analysis helps in accurate business flow.
  • Maintains consistency in business operations by analysis of realized gain/loss with unrealized gain/loss.
  • Many More to Follow...

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