Intro See it in action Financial
Management
Revolution
System
Digital platform for finance and investments.
Designed by investors for investors.
For principals See it in action For principals
and investors
Import data from different sources
Consolidation of information on holding, transactions and investments
Management and control of assets and liabilities
For analysts See it in action For investment
analysts
and advisers
Public tracking of investment analysis and recommendations
Distribution of investment analysis to a target investors' audience
Receipt of subscriptions to investment analysis and recommendations
For businesses See it in action For businesses
and families
Financial management of contracts and projects
Consolidation of income and expenses
Financial planning, budgeting, managerial accounting and control
For family offices See it in action For family offices
and wealth
planners
Investment, risk and performance analysis and reporting
Comparison of investment strategies with targets and investment alternatives
Evaluation and follow up of potential investments
For investment managers See it in action For investment
managers
Investment, risk and performance analysis and reporting
Customized reporting to principals and investors
Youtube Video HTML5 Video

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

1.
Import

Import data from file based on your own rules or manually

2.
Classify

Classify data, add tags, risk and other criteria

3.
Report

Report balance, P&L, cash flow, performance, risks and more

4.
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

Software Developer

Python, Jango, REST API

Frontend Developer

JavaScript, CSS/LESS, HTML5, JSON

Business Analyst

BPMN 2.0, Axure, UML

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.

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.