FinorbFSL Softtware Technologies
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Related Products
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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.
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About
Proteus is a technology-driven private market investment platform designed to simplify and scale access to alternative investments for wealth managers, fund sponsors, and qualified investors. It enables advisors to allocate client capital into customized portfolios of private market assets through an integrated system that supports research, due diligence, portfolio construction, and execution. It streamlines complex investment workflows by offering a single electronic subscription process, centralized onboarding, and automated administrative tasks, reducing friction traditionally associated with private markets. Proteus supports the creation and management of feeder fund structures while handling regulatory, governance, and operational requirements, allowing firms to focus on investment strategy rather than infrastructure. It provides secure, white-labeled environments with robust monitoring, reporting tools, and consolidated tax documentation.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investors and anyone looking for an in-depth portfolio construction and analysis solution
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Audience
Wealth advisors managing high-net-worth clients who need a streamlined platform to build, manage, and distribute private market investment portfolios
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFSL Softtware Technologies
India
www.finorb.com
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Company InformationProteus
Founded: 2012
United States
www.proteuscapital.us
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Alternatives |
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Categories |
Categories |
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Accounting Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
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Integrations
No info available.
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Integrations
No info available.
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