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Average Ratings 0 Ratings

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ease
features
design
support

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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.

Description

Managing the performance of various investments and organizing them in one place for quick access can be a daunting and time-consuming task. Dion’s Portfolio Tracker offers an innovative solution that simplifies the management of investments across diverse asset classes through a user-friendly online platform. Currently, numerous investors and financial advisors in India rely on Dion’s tools for Portfolio Tracking and Reporting to efficiently oversee and analyze their holdings in areas such as equities, mutual funds, fixed deposits, loans, real estate, derivatives, borrowings, and commodities, among others. The Portfolio Tracker automatically consolidates all investments, allowing both investors and their relationship managers to effortlessly monitor investment performance with just a few clicks, accessible across all devices from anywhere at any time. In addition, it provides insightful, value-added reports that include transaction summaries categorized by date, year, or industry, as well as annualized returns, enhancing the overall investment management experience for users. This comprehensive approach not only saves time but also empowers investors to make informed decisions regarding their financial futures.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FSL Softtware Technologies

Country

India

Website

www.finorb.com

Vendor Details

Company Name

Dion Global Solutions

Founded

1994

Country

India

Website

www.dionglobal.com/portfolio-tracker.html

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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