FI Analytics

FI Analytics


3 / 5
1 review

Who Uses This Software?

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


Average Ratings

1 Review

  • 3 / 5
    Overall

  • 3 / 5
    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 Recently Reviewed!


Capterra loader

FI analytics is a great one

Apr 23, 2018
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
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.