FinFolio vs MProfit Advisor

Best For

Who Uses This Software?

Investment advisors, wealth managers, RIAs, financial planners, brokers, hedge funds, family offices, and #fintech developers.

Not provided by vendor

Target Customer Size (Users)

1 - 1000+

Not provided by vendor

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

Yes Not provided by vendor

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

  • Billing & Invoicing
  • Client Management
  • Data Warehousing
  • For Investment Advisors
  • For Traders
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
  • Technical Analysis
  • Wash Sale Detection
  • Billing & Invoicing
  • Client Management
  • Data Warehousing
  • For Investment Advisors
  • For Traders
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
  • Technical Analysis
  • Wash Sale Detection

Screenshots

View 4 screenshots 91787 thumb
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Ratings

Overall


3.5 / 5
(9)
(0)

Ease of Use


3.5 / 5

Customer Service


3.5 / 5

Features & Functionality


4 / 5

Value for Money


3.5 / 5

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
Not provided by vendor

share Share Your Comparison of MProfit Advisor vs FinFolio


FinFolio vs MProfit Advisor

MProfit Advisor

by MProfit Software

Best For

Who Uses This Software?

Investment advisors, wealth managers, RIAs, financial planners, brokers, hedge funds, family offices, and #fintech developers.

Not provided by vendor

Target Customer Size (Users)

1 - 1000+

Not provided by vendor

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

Yes Not provided by vendor

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

  • Billing & Invoicing
  • Client Management
  • Data Warehousing
  • For Investment Advisors
  • For Traders
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
  • Technical Analysis
  • Wash Sale Detection
  • Billing & Invoicing
  • Client Management
  • Data Warehousing
  • For Investment Advisors
  • For Traders
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
  • Technical Analysis
  • Wash Sale Detection

Ratings

Overall


3.5 / 5
(9)
(0)

Ease of Use


3.5 / 5

Customer Service


3.5 / 5

Features & Functionality


4 / 5

Value for Money


3.5 / 5

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
Not provided by vendor

Share Your Comparison of MProfit Advisor vs FinFolio