Management
Revolution
System
Designed by investors for investors.
and investors
Consolidation of information on holding, transactions and investments
Management and control of assets and liabilities
analysts
and advisers
Distribution of investment analysis to a target investors' audience
Receipt of subscriptions to investment analysis and recommendations
and families
Consolidation of income and expenses
Financial planning, budgeting, managerial accounting and control
and wealth
planners
Comparison of investment strategies with targets and investment alternatives
Evaluation and follow up of potential investments
managers
Customized reporting to principals and investors
WHAT IS FINMARS
Comprehensive solution for persons managing their finances and investments.
Relevant information always at hand.
Professional analytical and risk management tools to achieve targets and improve returns.
Key benefits
Ample
Manage all contracts, assets,
liabilities and commitments
Convenient
Programmable alerts, available opportunities and strategies
Affordable
Low cost professional tool,
Tailored to users' situation
Secure
Data protected by
Swiss/EU legislation
Adoptable
Fits needs of any user,
from simple to sophisticated
Simple
Easy to start & integrate,
Intuitive, User friendly
What to do with all this data?
Transactions / Contracts / Positions
Import
Import data from file based on your own rules or manually
Classify
Classify data, add tags, risk and other criteria
Report
Report balance, P&L, cash flow, performance, risks and more
Enjoy!
Look forward to a healthy well planned financial future
Key features
Import Transactions,
Contracts and Positions
Put your information in a right format at the right time and at the right place using convenient transactions import and input engine
Comprehensive and
Customized Reports
Configure reports in a matter of touch through customized buttons and links and download them in pdf, xls or csv format
Consolidate Transactions
and Portfolios
Consolidate all investment transactions/contracts assigned to a specific investment strategy, tag, portfolio and different portfolios
Know, Evaluate and Track Investment Opportunities
Receive targeted information about different investment opportunities, research and advises, get public profiles and track records
Investment, Risk and Performance Analysis
The users are able to conduct various investment, risk and performance analyses in a format and according to criteria defined by them.
Produce Budgets and
Cash Flow Projections
Budgets are based upon full information about the contracts/positions resulting in fixed or variable revenues and expenses
JOBS
About Us
Finmars aims to become the next generation investment toolbox available for any professional or novice investor or service provider at a competitive price. It will consist of innovative and state-of-the-art customized solutions to be developed constantly to add value at every step of investment process – booking, consolidation and investment analysis of existing positions, advisory, decision making and trade execution and more.
Contact Us