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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking a solution to improve their reporting, billing & invoicing, trading and rebalancing processes

Audience

Companies in need of a solution to simplify their back office

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$195.00/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Blueleaf
www.blueleaf.com

Company Information

FinFolio
Founded: 2008
United States
www.finfolio.com

Alternatives

Alternatives

PMplus

PMplus

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Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software
Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies
Third Financial

Third Financial

Third Financial Software
VestmarkONE

VestmarkONE

Vestmark

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management 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

Integrations

MoneyGuidePro
RightCapital
Everysk
Riskalyze

Integrations

MoneyGuidePro
RightCapital
Everysk
Riskalyze
Claim Blueleaf and update features and information
Claim Blueleaf and update features and information
Claim FinFolio and update features and information
Claim FinFolio and update features and information