Portfolio Management & Reporting Software

A comprehensive, fully integrated and state-of-the-art software for fund managers and portfolio managers that makes front office, middle office and back office look like one office.

Order Management

Prepare, review, approve and execute all with zero human intervention. Our OMS takes care of routing & settlement or orders automatically.

Performance Reporting

GIPS Based investment performance reporting standards. Portfolio Growth with benchmark comparison, Yearly Performance TWRR, XIRR, CAGR. 

Model Portfolio & Rebalancing

Maintain allocations in multi versioned models for investors. Rebalance only select investors by creating new versions in the future.

Analytics & Reporting

Portfolio Profit & Loss, Balance Sheet, Tax – LTCG & STCG reporting, Cost Basis Track, Holding Statement, Unique Securities, Sector Breakup, Credit Rating holdings etc.

Multi Broker Integration

FinFlo integrates with BSE & NSE via our multi broker trading partners that allow you to select a broker & custodian as per client’s flexibility.

Legacy Import

Our purpose built proprietary onboarding engine can import data from any portfolio and rebuild its history since the inception of the clients portfolio without any data loss

See it to believe it!

Our team can arrange an onsite or online demo to help you understand how FinFlo Enterprise works. Any questions, clarifications and pricing details will be given during demo. Please get in touch to Schedule a demo.