FINOR Tech

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.