Organizations often manage portfolios across assets, funds, and markets. Tracking performance manually is difficult and doesn’t allow for timely rebalancing or performance review. Different investment managers, reports, and risk models make standardization a challenge. Cflow allows finance teams to set up workflows where investment summaries, returns, and performance indicators are submitted regularly. Reviews are routed to portfolio managers and financial controllers, who approve further actions such as rebalancing, divestment, or reinvestment. The process becomes centralized, transparent, and aligned with strategic goals.