A person using a laptop with a dashboard displaying financial data, including charts for turnover, active projects, tasks, and a detailed table of investment metrics. The interface appears to be for managing projects or investments.

Totalis

At Equro, our financial solutions are designed to meet the specific needs of project finance and fund management.

Our customizable, module-controlled systems adapt to the unique requirements and procedures of each financial institution, effectively managing elements like residual liability and capital notices across various company structures.

Additionally, our solutions seamlessly integrate with existing KYC/AML systems or utilize our own, ensuring comprehensive compliance and streamlined operations.

Our platform

Simplifying Your Business Operations

In the fast-paced world of business, time and efficiency are paramount. Our platform is designed to remove the burdens of administrative tasks, allowing companies to focus on what truly matters: growth and innovation. Imagine a day where your operations run smoothly, where every process is streamlined, and where you’re fully compliant with the latest regulations—all without breaking a sweat.

That’s what our platform delivers.

Core Modules
The Foundation of Seamless Operations

At the heart of our platform are essential modules such as Order, Emission, CRM, Compliance, and Document Storage. These aren’t just tools; they’re your daily companions in managing complex tasks with ease. Whether it’s processing orders, managing client relationships, or ensuring that every document is stored and accessible, these modules work in unison to keep your business running smoothly, saving you hours of manual work and reducing risk.

A financial dashboard displaying project metrics, including charts for distributions and turnover over the last year. The interface shows active projects with total turnover, realized IRR, task management, and recent market reports. A detailed table at the bottom provides data on individual projects, including categories, market value, returns, and KYC status.
A portfolio overview dashboard for EQURO Holding AS, displaying key investment metrics. The interface shows a bar chart comparing cost price with market value, a donut chart of active investments, and details like market value, total return, and IRR percentages. A table below lists active investments with columns for cost price, market value, return, and other financial data. A sidebar provides account information and investment status.
Investor Portal
Transparency and Insight at Your Fingertips

Investors crave real-time access to their investments and detailed insights into performance. Our Investor Portal provides exactly that—a user-friendly interface that keeps your investors informed and engaged, reducing the number of inquiries and boosting their confidence in your operations.

Compliance and GDPR
Peace of Mind with Every Transaction

Navigating the maze of regulations can be daunting, but our platform makes it straightforward. With dedicated solutions for Compliance and GDPR, you can rest easy knowing that every aspect of your business adheres to the latest legal standards. We help you stay ahead of compliance issues, preventing costly penalties and safeguarding your reputation.

A customer agreement form with Totalis Demo, displaying detailed customer data including organization name, national ID number, address, tax information, and contact details. The form also includes sections for the purpose of the customer relationship and FATCA/CRS self-declaration. Tabs at the top allow navigation to other sections like data protection, customer classification, rightsholders, and financial situation.
A general meeting registration dashboard, displaying steps for participant registration and meeting management. It includes a table listing participants, their ID numbers, participation status, and number of shares. On the right side, there's information about the meeting details, such as date, time, and location (physical or electronic), along with a list of agenda items. A button is provided to view the meeting invitation document. The interface is organized for managing and tracking attendees of a corporate general meeting.
Online General Meetings
Digitalizing Governance

Imagine conducting your general meetings entirely online, from sending out invitations to executing the meeting itself. Our Online General Meetings module allows you to do just that, making governance more efficient, accessible, and environmentally friendly. No more logistical nightmares—just smooth, fully digital meetings.

Advanced Email Distribution
Targeted Communication, Simplified

Communicating with your stakeholders shouldn’t be a hassle. Our Advanced Email Distribution module allows you to efficiently manage targeted communications, ensuring that your messages reach the right people at the right time, with minimal effort on your part.

An email distribution interface displaying a form to create a new email. The user can enter recipients in the 'Blind Copy' field, input a subject, and attach files via a drag-and-drop area. The bottom section features an email signature with the company logo, contact information, and a note indicating that replies will not be responded to. On the left sidebar, there are folders for sent emails and project tags for filtering or organizing email campaigns.
A web API documentation interface for Equro, displaying various API endpoints. The interface is organized into sections such as 'AuthProxy,' 'AzureServiceBus,' and 'BankAccounts,' with corresponding methods like POST and GET. Each method has expandable details, and there is an 'Authorize' button for authentication. The layout includes options for sending or receiving messages through the Azure Service Bus, accessing bank account information, and generating OAuth tokens.
Integration Capabilities
A System That Works with Yours

Our platform is designed to play well with others. Seamless API integration ensures that your existing systems and our platform work together harmoniously, enhancing data flow and improving overall efficiency. This means you can continue using the tools you love, now with even more power and connectivity.

Modular Customization
A Solution Tailored to Your Needs

Every business is unique, and so are its needs. Our platform offers modular customization, allowing you to tailor the system with flexible modules that meet your specific requirements. Whether you need a robust CRM or enhanced compliance tools, you can build the perfect solution for your business.

A person interacting with a digital interface that features a 'Customization' label and various icons, including gears, a wrench, sliders, and a globe, representing different customization tools and settings. The image conveys a concept of personalized or configurable technology solutions.

Get Started

Have questions or need more information? Get in touch with us!

Contact Equro