# FolioSure Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about FolioSure Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/208263/FolioSure --- # FolioSure Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on May 15, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support) FolioSure ## What is FolioSure? FolioSure is an AI-powered portfolio monitoring and reporting solution built for Private Markets. It helps Private Markets firms track portfolio performance, manage valuations and deliver investor reporting with speed, accuracy and confidence without relying on manual spreadsheets or fragmented systems. FolioSure combines proprietary AI-powered data extraction and analytics with expert human oversight to eliminate duplication, improve data quality and create a single source of truth. Its flexible reporting adapts to evolving investor and regulatory requirements, while built-in valuation capabilities support consistent, defensible outputs using methods such as Discounted Cash Flow (DCF) and relative valuation models. Seamless API integrations with fund accounting systems, CRMs and data warehouses reduce reporting time and monitoring effort, resulting in audit-ready reporting, clearer insights and greater confidence in every investment decision. ## What is FolioSure used for? [Equity Management](https://www.capterra.com/equity-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $15000 Per User, One Time Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for FolioSure?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.acuityanalytics.com/&name=FolioSure) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### FolioSure 0.0 VS. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price $15000 Per User, One Time Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.6 (251) Value For Money 0.0 (0) Value For Money 3.8 (241) Customer Service 0.0 (0) Customer Service 4.2 (247) ## FolioSure alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) Highest Rated [Vestd](https://www.capterra.com/p/207791/Vestd/) [4.9 (97)](https://www.capterra.com/p/207791/Vestd/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207791/Vestd/) [Dynamo Software](https://www.capterra.com/p/67068/Dynamo/) [4.6 (34)](https://www.capterra.com/p/67068/Dynamo/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/67068/Dynamo/) [Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/236476/Certent-Equity-Management/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Benchmarking Compare key metrics for the business against prominent players in the industry Client Management Manage contact details and communication with clients FolioSure 26 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Compare key metrics for the business against prominent players in the industry Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track and report regulatory data to either internal management or external stakeholders Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Alter the layout and content of reports Import and export data to and from software applications Defines specific deal parameters to negotiate and secure deals Store and organize documents in a centralized system Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Used by retail investors and active traders/day traders Manage allocation and performance of financial assets Monitor capital allocation and asset prices over time Compile and report on all investor activities Access software remotely via mobile devices A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Shares and stocks owned by individuals in a company that is not trading publicly in the stock market Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set up connections to third-party platforms to improve business processes Assessment technique to estimate the current worth of an asset or company ## Pricing Free Trial Basic $15,000 Per User,One Time ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)