Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Snowball Analytics is a portfolio track platform that can run detailed reports about your dividends.
Snowball Analytics allows you to link your brokerage accounts and receive automatic updates. You can track thousands of stocks, funds, and cryptocurrencies around the globe. This stock tracker supports automatic brokerage connections with more than 1,000 brokers from the US, Europe, UK and Asia. You can track almost any stock, ETF, or Mutual Fund anywhere on the planet. Stock tracker supports all major stock exchanges. It also shows your portfolio performance in 25+ currencies.
Snowball Analytics tracker has many tools for analysis and dividend screening
Rebalancing,
Calculation of the yield on cost and dividend yield
Withholding tax custom
Dividend rating,
Portfolio performance calculation including fees and dividends.
Benchmarking,
Backtests,
Building and testing dividend portfolios, or testing portfolios based on historical data
API Access
Has API
API Access
Has API
Integrations
Plaid
Yodlee
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$6.70 per month
For Investors: $12.50
10 Portfolios
Unlimited Holdings
Unlimited Custom holdings
Full Benchmarking
Top dividend stocks, no limits
10y company fundamentals
30+ years backtests
Priority Support
For Professionals to manage and analyze client’s portfolios and share results: $299 per month
10 Portfolios
Unlimited Holdings
Unlimited Custom holdings
Full Benchmarking
Top dividend stocks, no limits
10y company fundamentals
30+ years backtests
Priority Support
For Professionals to manage and analyze client’s portfolios and share results: $299 per month
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
Snowball Analytics
Founded
2022
Country
France
Website
snowball-analytics.com
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