Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Basil is a user-friendly and feature-rich application designed for tracking portfolios and conducting investment research, catering to both beginners and experienced finance professionals alike. This app is equipped with powerful tools that enable users to effectively monitor and manage their investment portfolios, ensuring a smooth and engaging experience that simplifies the intricacies of financial markets.
With its portfolio tracking capabilities, Basil offers real-time insights and analytics related to users' investments. The platform features a comprehensive dashboard that showcases asset allocation, investment performance, and historical growth metrics. Users can effortlessly track various securities, including stocks, bonds, mutual funds, and ETFs, with updates reflecting the latest market data. Customizable alerts notify users of significant changes and potential opportunities within their portfolios, keeping them well-informed.
Furthermore, Basil functions as a robust research tool that goes beyond mere tracking. It collects a wide range of financial news and market data, providing users with in-depth analysis and access to advanced statistics that can enhance their investment decision-making process. This combination of tracking and research capabilities makes Basil an indispensable resource for anyone looking to navigate the financial landscape more effectively.
Description
FINORB, a financial software solution created by FSL Software Technologies Ltd., offers a thorough approach to daily accounting and detailed portfolio creation and analysis, enriched with research insights to aid in wealth management and risk assessment for effective risk control. The platform outlines systematic procedures for both individual and group account and portfolio construction, ensuring cohesion among related entities. By providing an easy data import feature for stock and mutual fund transactions, FINORB streamlines the entry process, allowing for the generation of Profit and Loss statements and Balance Sheets in both individual and consolidated formats. Additionally, its portfolio analysis capabilities facilitate the development of a well-rounded portfolio while also allowing for the creation of tailored model portfolios to suit varying investor requirements. This makes FINORB a versatile tool for financial management and investment strategy formulation.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$5.99/month/user
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Basil Finance
Founded
2022
Country
United States
Website
basil.fi
Vendor Details
Company Name
FSL Softtware Technologies
Country
India
Website
www.finorb.com
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
Yes
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
Yes
Fund Accounting
Yes
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
Yes