Financial Planners, Financial Advisors and Wealth Managers can now maintain client portfolio with a philosophy that enables to not only know the current status of the client's wealth but also the future.
Add any asset class to the portfolio and see future cash flows of the investments. Add liabilities and get notified of key dates in the products life time and keep always connected with your client's portfolio.
An interface that makes information clear, concise & to-the-point.
02. Unique Features
See combined cash flows that are generated on the fly for the entire client portfolio. See cash flows in a number grid or visualized on a easy to analyze graph for greater clarity.
Individual investment's details are represented in a uniquely created interface that represents key information in a way that makes information easily understandable. One screen packed with so much information and yet looks wowsome.
Assets Under Management
Calculated & tracked everyday across all your clients
02. Equity, MF & Bonds valued every day
Valuation using market prices
Equity, MF & Bonds are valued every day to ensure you are seeing up-to-date data
03. Search & track insurance products
Search all products from the market
Search life products that are currently on the market
04. Client Net Worth
Client net worth calculations
Your client's net worth is calculated every day
05. Search products traded on market
Internationally reputed data provider
Search equity, mutual funds and bonds that are traded on market
06. Thoughtful representation of information
Life insurance products demystified
Inflows, outflows, net cash flows and much more..
07. Other awesome features
Wealth manager & client dashboard
Latest market index info, news, top products and much more
08. Important events in life considered
Events that are important
Add important life events to your portfolio
04. FinFlo Mobile App
Easy to use
Auto Data Sync
Android & iOS
05. Take a peek
FinFlo Enterprise has been built to ensure that the software is, as much as possible, affordable to all sizes of enterprises.
We offer two licencing variants: Perpetual Licence and Subscription based Licence
Each of the above has its own benefits depending on the size of your enterprise. Call, email or visit us to find out more about what suits you best.
We can arrange a demo and start you off on a freeno obligation software trial.
Unsure? Questions? like to discuss?
Get in touch
VisitActlogica, T-Hub, IIIT Campus Gachibowli, Hyderabad, Telangana, India