Model Portfolio Software for SEBI RAs and IAsFinuro's model portfolio software lets you build portfolios with target weights, publish them to subscribers and schedule rebalances that clients approve. It tracks each client's drift from the model and the portfolio's performance, and clients invest through their own broker.  MODEL PORTFOLIOS What can you do with Finuro's model portfolios?Run portfolios for many clients without managing each holding by hand. Target weightsBuild a portfolio from stocks and their target weights, and publish it to the plans that include it. Scheduled rebalancesSchedule a rebalance; clients review and approve it, then place the orders through their broker. Drift trackingSee how far each client's holdings have moved from the model, and let them bring it back in line. Performance and exportTrack the portfolio's performance over time and export it for reports and records. WHY IT MATTERS Why run model portfolios in Finuro?Managing a portfolio per client in spreadsheets doesn't scale past a handful of clients. One model, many clientsChange the model once and every subscriber sees the rebalance. Client approval built inClients review and approve each rebalance before any order is placed. See who is off-modelDrift tracking shows which clients have moved away from the target weights. History you can sharePerformance and rebalance history can be exported for reports and records. How model portfolios workStep 1 Build the modelChoose the stocks and target weights, and attach the portfolio to a subscription plan. Step 2 Clients subscribeSubscribers see the portfolio and invest with funds they choose. Step 3 You rebalanceSchedule a rebalance; clients approve it and place the orders. Step 4 Track and reportFollow drift and performance, and export the history whenever you need it. |
Who uses model portfolio software?
Research analysts and investment advisers who offer a basket of stocks, rather than single calls, need a way to publish target weights, rebalance them and know which clients are following. Finuro's model portfolios are built for firms with tens or thousands of followers, where tracking each client in a spreadsheet stops working.
Regulatory points to keep in mind
SEBI has issued specific rules for model portfolios offered by research analysts, and investment advisers must make sure a portfolio suits each client's risk profile. Check the current regulations before you launch a portfolio. Finuro keeps the record of every rebalance and which clients approved it.
How model portfolios work inside Finuro
Building the model
Choose the stocks and their target weights, describe the portfolio and attach it to a paid plan. A public listing page lets prospects see the portfolio before they subscribe.
Investing and investment cycles
Subscribers invest an amount they choose, and Finuro works out the orders from the weights. Clients can add funds later or exit, and each investment cycle is recorded.
Scheduled rebalances with client approval
Schedule a rebalance for a date. Clients see the changes, approve them, place the orders through their connected broker and mark the rebalance done. A timeline shows every past rebalance and how many changes it made.
Drift and performance
Drift shows how far each client's holdings have moved from the target weights, and clients can match the model again. The investors tab shows each investor's performance and allocation, and the portfolio's own performance is tracked over time.
Export
Export the allocation and history for reports, client communication or your records.
Finuro compared with spreadsheet portfolios
| Task | Spreadsheet | With Finuro |
|---|---|---|
| Share a rebalance | Message each client the new weights | Clients see and approve it in the portal |
| Know who rebalanced | Ask around | Approval and 'done' status per client |
| Find clients off-model | Compare holdings by hand | Drift shown per client |
| Show performance | Rebuild the sheet | Tracked and exportable |
Common use cases
A quarterly rebalanced portfolio
Schedule a rebalance for the first trading day of the quarter. Followers approve it, place the orders and mark it done, and the timeline records the change.
Bringing late joiners in line
Drift shows which followers are off the model after missing a rebalance, and they can match the model in one step.
Reporting to subscribers
Export the allocation and history each quarter to share a summary with subscribers and keep it with your records.
Related Finuro features
- Broker integration: execute rebalances through Zerodha, Angel One or Dhan
- Risk profiling: check suitability before recommending a portfolio
- Subscription billing: sell portfolio access as a plan
Frequently asked questionsCommon questions about model portfolio software in Finuro. Built for SEBI RAs and IAs Run every client's portfolio from one modelPublish, rebalance and track model portfolios for all your subscribers, with orders placed through their own broker. |
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See how Finuro handles onboarding, recommendations, model portfolios, and billing for your advisory firm. Tell us a little about your practice and we'll walk you through the platform on a live call.