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Overview
Finorb helps high-net-worth individuals and institutions manage wealth efficiently by combining accounting, portfolio, and compliance tools in one platform. While it may not offer deep customization, its all-in-one setup simplifies complex financial structures and reduces manual work.
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Starting Price
Custom
Finorb Specifications
Financial Reporting
Tax Management
Bank Reconciliation
Invoice Management
What Is Finorb?
Finorb is a unified financial management platform designed for family offices, high-net-worth individuals (HNIs), institutional investors, and accounting firms. The software integrates financial accounting, in-depth portfolio management, and tax compliance to solve the challenges of managing diverse investments across multiple entities.
Finorb features provide a consolidated view of wealth, automate complex regulatory calculations, and deliver detailed analytics to support strategic decision-making and risk management which makes it a preferred choice for industry professionals.
Finorb Pricing
Finorb Integrations
Who Is Finorb For?
Finorb software is ideal for a wide range of industries and sectors, including:
- Family offices
- Accounting firms
- Portfolio and wealth managers
- Promoter companies
Is Finorb Right For You?
Finorb is the ideal fit for organizations that manage complex, multi-entity financial portfolios and require a consolidated view of their wealth. The standout ‘Unified Group Concept’ of the platform is designed specifically for family offices and promoter companies dealing with intricate ownership structures. Finorb software is a dependable choice to manage accounting tasks and help make financial decisions.
Still unsure whether Finorb is the right choice? Connect with our customer support staff at (661) 384-7070 for further guidance.
Finorb Features
This feature allows for the building of ideal investment portfolios that are specifically designed for different risk profiles. Once a model is created, it can be compared to actual investments to see how they stack up. It is a helpful way to strategically refine the composition of a portfolio for better growth.
The Finorb platform computes a detailed view of profitability by looking at both the current market value and the original value of assets. It provides a clear breakdown of gains and losses, both realized and unrealized, along with any dividend income. This provides the insights needed to make well-informed decisions about the performance of a portfolio.
Finorb can help with the accurate forecasting of ongoing income tax liabilities so there are no surprises. This feature provides clear tax assessments and assists with estimating future tax obligations. It is useful for effective financial planning and for identifying where tax savings might be possible.
This tool offers a secure way to protect financial data with simple backup and restore functions. It allows for the easy creation of a backup of an entire dataset to keep information safe. It is designed to help ensure the integrity and security of all financial records.
Finorb offers a central system for managing an entire investment portfolio. It is designed to simplify and automate key investment processes, which can reduce the need for manual data entry. Ultimately, the platform provides a complete view of an investment position with just a click.
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