FinorbFSL Softtware Technologies
|
DPC MonitorDigital Portfolio Control
|
|||||
Related Products
|
||||||
About
FINORB Power of Financial Orbit, is a software solution designed by FSL Software Technologies Ltd., which covers comprehensive day-to-day accounting, in-depth portfolio construction and analysis, with research notes and assists in wealth creation and management, with risk analysis enabling effective risk management. FINORB lays down the processes and methodologies of accounts & portfolio construction for individual entities as well as consolidates the same for the group to which such entities relate as a whole. With a data import facility for shares and mutual funds transactions, it simplifies the transaction entries into the system and enables Profit and Loss and Balance Sheets of various entities in columnar form as well as in a consolidated form. In portfolio analysis, it establishes the process of comprehensive portfolio construction. It also enables the construction of a model portfolio of a different kind considering the different needs of investors.
|
About
Get an immediate overview of the portfolio, values, trends and any limit values and warnings. Follow deviations downwards in the portfolio and look for causes. Drill-down from the top down to individual holdings. Visual and interactive analysis of the portfolio in detail, now and historically. Examine allocation and exposure, risk, attribution, etc. Collect and follow information about all assets (and liabilities) regardless of type: Funds, Equities, Bonds, ETFs, PE, loans, real estate, forest, precious metals, art, derivatives, etc. Define one or more portfolios, with desired structures (aggregates). Consolidate and aggregate assets (and liabilities) from all different sources, depots, trustees. Build investment policy and rules into the tool. Define allocation and exposure limit values. Define which benchmarks and goals are to apply at different levels in the portfolio.
|
|||||
Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Investors and anyone looking for an in-depth portfolio construction and analysis solution
|
Audience
Pension foundations, Pension funds, Insurance company, Trade union, Foundations, Municipalities, University, Family offices, Individuals
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
API
Offers API
Not Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
|
Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
|||||
Company InformationFSL Softtware Technologies
India
www.finorb.com
|
Company InformationDigital Portfolio Control
Founded: 2015
Sweden
www.digitalportfoliocontrol.se/dpcmonitor/
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
|
|||||
Categories |
Categories |
|||||
Accounting Features
Accounts Payable
Not Supported
Accounts Receivable
Not Supported
Bank Reconciliation
Supported
Billing & Invoicing
Not Supported
Cash Management
Not Supported
CPA Firms
Not Supported
Cryptocurrency Support
Not Supported
Expense Tracking
Not Supported
Fixed Asset Management
Supported
Fund Accounting
Supported
General Ledger
Not Supported
Government
Not Supported
Multi-Currency
Not Supported
Nonprofits
Not Supported
Payroll Management
Not Supported
Project Accounting
Not Supported
Purchase Orders
Not Supported
Tax Management
Supported
|
Investment Management Features
Accounting Management
Not Supported
Benchmarking
Supported
Bonds / Stocks
Supported
Client Management
Supported
Commodities
Not Supported
Compliance Reporting
Not Supported
Data Import / Export
Not Supported
For Investment Advisors
Not Supported
For Investors & Traders
Not Supported
Fund Management
Not Supported
Modeling & Simulation
Not Supported
Payroll & Commissions
Not Supported
Performance Metrics
Supported
Portfolio Management
Not Supported
Risk Management
Supported
|
|||||
Integrations
No info available.
|
Integrations
No info available.
|
|||||
|
|
|