Segment – b2b wealth management
About
Actlogica was founded by a couple team Ameet Ayare and Archana Anoor in Hyderabad in February 2019.
The firm has a number of software products –
FinFL Enterprise – This wealth management software is used to manage multiple assets, generate graphic performance and profit and loss reports, and manage multiple assets. Organizational management, mobile development
Ripro – It is risk assessment software for financial professionals. This tool investigates the user’s or client’s risk perception and behavior, enabling financial planners to plan and advise accordingly.
Investa – From a single Consolidated Account Statement file containing investor mutual fund transactions, generate a comprehensive and consistent report. Provide information from all brokers and ARNs to investors, resulting in a true whole-of-market investment report.
Actlogica frequently provides services to the banking, insurance, healthcare, and financial industries. Actlogica is solely responsible for identifying the issue, discussing options, developing a solution, and delivering it on time. The creation and improvement of desktop, mobile, and web applications Automation services require back-end engineering and development. Creating customized analytical models in response to client needs
Actlogica has received funding of $392k Rainmatter Technology in 2022, $162k from Gladsays in 2020, and a number of individuals in 2019/2020.
Philosophy/key insight
Media
Actlogica partners with Rainmatter Fintech Investments, March 7, 2022
FinFlo Enterprise is a wealth management product that provides investor-centric solutions with process flexibility and a reporting standard inspired by GIPS. Users can place orders, settle, report, and collect fees from RIAs through the platform, which also provides detailed market investing reports, portfolios with performance reporting, asset allocation, and accounting, goal-based investing, multi-advisor reporting, and taxation reporting. FinFlo users can now place investment orders on their clients’ behalf.
Prepared by: Ajinkya Lasure, July 2023
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