FI Analytics

FI Analytics

3 / 5 1 review

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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
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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

Data Visualization Features  
View full list of Data Visualization Software
  • Analytics
  • Content Management
  • Dashboard Creation
  • Filtered Views
  • OLAP
  • Relational Display
  • Simulation Models
  • Visual Discovery

FI Analytics Reviews Recently Reviewed!

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Capterra-loader

FI analytics is a great one

Apr 23, 2018
Shriya C.
Linked_in_square
Account Manager
51-200 employees
Used the software for: Less than 6 months
Reviewer Source 
Source: Capterra
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.