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"This is the "Hands Down" Best Portfolio Management Software Available!"
Demetrius Rayden J. - OwnerFebruary 17, 2018
STARTING PRICE
$10000
per year
per user
EASE OF USE
3.7/5
Based on Capterra user reviews
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally.
Provider
FinFolio
Located In
United States
Foundation
2008
Open API
Unverified
Deployment
Cloud, SaaS, Web-Based
Training
In Person, Documentation, Live Online, Webinars
Support
Chat
Investment advisors, wealth managers, RIAs, financial planners, brokers, hedge funds, family offices, and #fintech developers.
Content Source: FinFolio
Green rating bars show the winning product based on the average rating and number of reviews.
FinFolio Reviews
"This is the "Hands Down" Best Portfolio Management Software Available!"
Overall: Ease of use, as well as great customer support! Being able to look at my entire practice at multiple levels and easy block trading as well as well as the most important clearing firm integrations!!! This software is lightyears ahead of the competition! It has allowed me to run my firm at the highest level of efficiency!
Pros: The ease of use as well as the user interface, not to mention the functionality, and flexibility! I've been in the industry for 20 years and I've tried every other portfolio management software and this is by far the best available!! Most of the other software available may have pieces of what FinFolio has to offer, but finfolio is the total package.
Cons: They're relatively small,...but that actually turns out to be a "Pro" as well, they have a dedicated group of industry experienced service people that understand the needs of a portfolio manager.
"The best portfolio management software. "
Overall: Overall experience with Finfolio has been great and customer service has been awesome.
Pros: The software is extremely customizable, web-based, user-friendly and produces great client reports.
Cons: They are relatively small company, but that has turned out to be more of a positive than a negative.
"Follow up to earlier review"
Overall: Difficult. While I choose FF for its capabilities, I did not expect the software to have so many flaws the result in incorrect information reporting. Performance measurement is often inaccurate due to sloppy coding. Shortcuts and band-aid approaches are often suggested to fix such issues, but that does not fix the underlying problems with the software. FF needs better engineers and better customer service before I'd recommend subscribing.
Pros: FF's customization is excellent--when it works. There are capabilities in the software that I have not seen in other portfolio management systems for twice the price.
Cons: The customer service is pitiful. I have been transitioned from one employee to another in the past two years while trying to address flaws in the software. Employee retention seems to be a major issue. I have many issues outstanding from 12-18 months ago that have never been addressed which result in incorrect, inaccurate, and misleading information to me an my clients.
"We have been pleased with Finfolio's capability and customer help service. "
Pros: Great deal of flexibility as it relates to report presentations and its multi currency capability. Also like the ability to manually enter data and build model portfolios to track performance. Like the ability to build reports that meet our needs as a firm and personalize with logo etc..
Cons: Due to the flexibility and customization sometimes it is difficult to troubleshoot and pinpoint problems with reports or bugs that may arise. Sometimes the applications slows down or freezes and have to jump out of specific sections to refresh.
"Great portfolio accounting software"
Overall: We've dramatically reduced the time for billing and reporting on a quarterly basis. We've also been able to speed up the process of implementing and rebalancing our investment models.
Pros: We liked the value relative to other software we tested out.
Cons: The conversion from our old portfolio accounting software was difficult, though we expected that regardless of which company we went with. The interface on both the desktop and web app were pretty intuitive so learning the software was still better than expected. Getting the data into FinFolio formatting was time-consuming.
