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
    $150.00/month
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    In Person
  • Support
    Online
    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.


40872

FI Analytics Features

  • Analytics
  • Content Management
  • Dashboard Creation
  • Filtered Views
  • OLAP
  • Relational Display
  • Simulation Models
  • Visual Discovery

FI Analytics Reviews

No reviews, be the first!