CubitBlack vs FinFolio

Starting Price

Not provided by vendor Not provided by vendor

Best For

investment advisors, portfolio managers, investment managers, hedged funds

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

Rating


5 / 5
(2)


4 / 5
(7)

Ideal number of Users

1 - 99

1 - 1000+

Ease of Use


5 / 5

3.5 / 5

Customer Support


5 / 5

3.5 / 5

Features & Functionality


5 / 5

4.5 / 5

Value for Money


5 / 5

4 / 5

Product Features

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

Screenshots

View 1 screenshot 117216 thumb
View 4 screenshots 91787 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • close Webinars
  • close Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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CubitBlack vs FinFolio

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