FINOR Tech
UnclaimedEmpower informed investment decisions with a 360° overview of wealth management.
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TL;DR - FINOR Tech
- Consolidates all wealth management data for a 360° investment overview.
- Enables real-time portfolio analysis, performance tracking, and risk assessment.
- Generates interactive, regulatory-compliant reports for clients and institutions.
Pricing: Paid only
Best for: Enterprises & pros
Pros & Cons
Pros
- Provides a unified view of all wealth management data
- Facilitates informed decision-making for both clients and advisors
- Ensures regulatory compliance with automated reporting
- Supports a wide range of investment products and asset classes
- Enhances user experience with interactive interfaces and dashboards
Key Features
Comprehensive 360° investment overviewReal-time data aggregation (assets, market data, client data)Real-time portfolio analysis and monitoringInteractive dashboards and chartsPerformance measurement (Realized, Unrealized, Time-Weighted, Money-Weighted Returns, Yield to Maturity)Attribution analysis (asset allocation, security selection, market timing)Asset allocation analysis and rebalancing recommendationsIncome and projected income analysis
Pricing Plans
Pro
$24/mo
- 100 Social Connections
- 4 Custom Domains
- Unlimited User Role Management
- 1 External Databases
- Custom Connection
- Advanced Deployment Options
- Extra Add-ons
- Admin Roles
- Deploy and Monitor
- Enterprise Add-ons
- Support
- Premium Support
Team
$49/mo
- 250 Social Connections
- Unlimited Custom Domains
- Unlimited User Role Management
- 5 External Databases
- Custom Connection
- Advanced Deployment Options
- Extra Add-ons
- Admin Roles
- Deploy and Monitor
- Enterprise Add-ons
- Support
- Premium Support
Enterprise
$79/mo
- Unlimited Social Connections
- Unlimited Custom Domains
- Unlimited User Role Management
- Unlimited External Databases
- Custom Connection
- Advanced Deployment Options
- Extra Add-ons
- Admin Roles
- Deploy and Monitor
- Enterprise Add-ons
- Support
- Premium Support
About FINOR Tech
By Toolradar Team·
FINOR is an all-in-one wealth management software designed to support both clients and advisors in managing diverse investment products, overseeing entire portfolios, and tracking performance. It consolidates all customer assets, market data, and client data into a unified space, providing a comprehensive view that eases investment decisions and facilitates alignment with financial goals. The platform supports a hybrid advisory model, enabling financial institutions like Family Offices, Banks, Asset Managers, Insurance Companies, and Pension Funds to streamline processes and accelerate digital transformation.
FINOR focuses on data aggregation, real-time analysis, and seamless regulatory reporting. It allows for the review and management of specific investment products such as bonds, stocks, funds, discretionary portfolios, company shares, real estate, and banking products, including open banking integration. The software provides interactive dashboards, charts, and performance metrics for in-depth portfolio analysis, including attribution, asset allocation, income, tax, and foreign exchange exposure analysis. Its goal is to increase the speed of development, decrease IT and operational costs, improve client retention, and ensure accuracy and compliance with regulatory requirements through its reporting capabilities.
How we evaluate tools →Source: finor.io
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FINOR Tech FAQ
What specific types of investment products can FINOR manage and analyze?
FINOR can manage and analyze a broad range of investment products including bonds, stocks, mutual funds, ETFs, ETCs, REITs, discretionary portfolios, company shares, real estate, and various banking products like current accounts, savings, term deposits, and loans via its Open Banking module.
How does FINOR ensure regulatory compliance in its reporting?
FINOR's technology is designed to generate ready-to-use reports and interactive interfaces for both customers and institutions that are in line with regulatory requirements, ensuring accuracy and compliance without manual intervention.
Can FINOR integrate with existing banking systems to pull client financial data?
Yes, FINOR includes an Open Banking module that allows clients to connect all their bank accounts in one place, synthesizing current account information, savings, term deposits, and loans, and providing real-time balance and transaction history.
What kind of performance metrics does FINOR provide for portfolio analysis?
FINOR offers comprehensive performance measurement including Realized Performance, Unrealized Performance, Time-Weighted Returns, Money-Weighted Returns, and Yield to Maturity. It also provides attribution analysis, asset allocation analysis, income analysis, tax analysis, and foreign exchange exposure analysis.
How does FINOR support a 'hybrid advisory model' for financial institutions?
FINOR supports a hybrid advisory model by providing convenient access to data for both clients and advisors, enabling them to make informed, data-driven investment decisions, optimize strategies, and assess exposure and risks collaboratively, thereby enhancing the advisory process.
Source: finor.io