Who Uses This Software?
Built specifically for RIA's using Folio Institutional for client accounts.
Average Ratings
1 Review-
Overall
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Ease of Use
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Customer Service
Product Details
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Starting Price$150.00/month
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Free TrialYes
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DeploymentCloud, SaaS, Web
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TrainingLive Online
In Person
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SupportOnline
Business Hours
Vendor Details
- FI Analytics
- fi-analytics.com/
- Founded 2015
- United States
About FI Analytics
Providing RIA's and their clients online portfolio analytics and performance reports for accounts held at Folio Institutional.

FI Analytics Features
- Analytics
- Content Management
- Dashboard Creation
- Filtered Views
- OLAP
- Relational Display
- Simulation Models
- Visual Discovery

FI analytics is a great one
Apr 23, 2018
Shriya C.

Account Manager
51-200 employees
Used the software for: Less than 6 months
Reviewer Source
Source: Capterra
Ease of Use
Features & Functionality
Value for Money
Pros: Its basically an add-on technology for performance reporting.It provides your clients a powerful portfolio.It monitors the current and historic account which is very great and effective.
Cons: I like this software in terms of features and functionality but a bit difficult to use. I would recommend everyone to use this software.