All-in-one Portfolio Management System

Finmars PMS is designed to unify financial data consolidation, portfolio management, and advanced analytics into a single, powerful platform.
Whether you are a boutique asset manager, a large bank, or a fintech innovator, PMS enables you to import, enrich, and analyze financial data with unmatched precision.

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What is Finmars PMS?

A modular, API-first Portfolio Management System that unifies data consolidation, reconciliation, performance, risk, and reporting.
Built for banks, asset managers, family offices, and fintech builders. Deploy on-prem, in your VPC, or via our Standard Solution cloud.

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Who Uses PMS

Whether you’re a bank, asset manager, or fintech innovator, Finmars PMS adapts to your needs.
Each user type gains unique value—from reconciliation to compliance reporting.

Banks & Core
Banking Systems

Extend your infrastructure.

Use PMS as an extension layer without touching legacy systems. Import transactions, calculate P&L, and deliver custom client reports with ease.

Asset Managers &
Family Offices

Automate your workflows.

Manage diverse portfolios, reconcile across accounts, and generate branded investor reports. Save time while improving accuracy.

Fintechs &
Startups

Share your work with the world.

Turn your modules, connectors, or add-ons into products that financial institutions can adopt — and monetise. The Marketplace helps you transform prototypes into real-world impact.

Researchers & Universities

Experiment openly.

Run analytics on demo datasets, teach portfolio management workflows, and contribute modules. PMS makes complex financial infrastructure accessible for education and research.

What You Get
Out of the Box

The Standard Solution equips you with all the core capabilities to manage financial data from day one. It’s designed to simplify workflows, reduce errors, and keep your operations compliant — without heavy setup or complexity.

Whether you’re a financial institution, an innovator, or a family office, Finmars gives you the foundation to consolidate data, reconcile portfolios, and generate reports in a secure, open environment.

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Unify data from banks, brokers, and custodians into one reliable format.

Generate client-ready, investor-ready, and regulator-ready reports with customizable templates.

Automated workflows to align portfolios and detect errors instantly.

Self-host, run on cloud, or upgrade to enterprise — always with EU-built, open-source transparency.

Ready to build Open Finance with us?

Whether you’re a student, startup, or senior dev — your contribution makes a difference.
Finmars is where finance meets open innovation. Together, we don’t just build software. We build the future.

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