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.
Prepare, review, approve and execute all with zero human intervention. Our OMS takes care of routing & settlement or orders automatically.
GIPS Based investment performance reporting standards. Portfolio Growth with benchmark comparison, Yearly Performance TWRR, XIRR, CAGR.
Maintain allocations in multi versioned models for investors. Rebalance only select investors by creating new versions in the future.
Portfolio Profit & Loss, Balance Sheet, Tax – LTCG & STCG reporting, Cost Basis Track, Holding Statement, Unique Securities, Sector Breakup, Credit Rating holdings etc.
FinFlo integrates with BSE & NSE via our multi broker trading partners that allow you to select a broker & custodian as per client’s flexibility.
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
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.