Who Uses This Software?

Built specifically for RIA's using Folio Institutional for client accounts.

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    In Person
  • Support
    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 Reviews

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