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,…
Our verdict
Who it's for
Empower informed investment decisions with a 360° overview of wealth management.
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 overview
- ✓Real-time data aggregation (assets, market data, client data)
- ✓Real-time portfolio analysis and monitoring
- ✓Interactive dashboards and charts
- ✓Performance measurement (Realized, Unrealized, Time-Weighted, Money-Weighted Returns, Yield to Maturity)
- ✓Attribution analysis (asset allocation, security selection, market timing)
- ✓Asset allocation analysis and rebalancing recommendations
- ✓Income and projected income analysis
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Pro | $24 | month | 100 Social Connections; 4 Custom Domains; Unlimited User Role Management |
| Team | $49 | month | 250 Social Connections; Unlimited Custom Domains; Unlimited User Role Management |
| Enterprise | $79 | month | Unlimited Social Connections; Unlimited Custom Domains; Unlimited User Role Management |
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