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About

ComplyFolio is an EU product compliance workflow for ecommerce sellers. Users paste a product or storefront URL to review visible GPSR readiness signals, including manufacturer information, EU responsible person details, product traceability and safety warnings. The workspace converts detected gaps into prioritized actions, supplier evidence requests, listing-ready text drafts, Shopify metafields CSV exports and an evidence pack for later review. Optional EAA accessibility signals are included with explicit manual-review boundaries. ComplyFolio is designed for evidence discovery and organization rather than legal certification, and it does not invent product safety warnings.

About

Report, bill, rebalance and publish client portals for professional wealth managers. Dashboards, reports, trading, billing and client portals. One app is all you need. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple. All RIAs are not the same. You have complete freedom to customize FinFolio. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding. If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality. An open API lets you extend the software, customizing and interfacing with external services.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Shopify, Etsy, Amazon and other ecommerce sellers, cross-border marketplace operators, compliance teams, agencies and small businesses selling consumer products into the European Union.

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

No images available

Screenshots and Videos

Pricing

Free public beta
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

ComplyFolio
Founded: 2026
China
complyfolio.com

Company Information

FinFolio
Founded: 2008
United States
www.finfolio.com

Alternatives

Alternatives

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InvestWell

Excel Net Solutions

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

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

MoneyGuide
RightCapital

Integrations

MoneyGuide
RightCapital
Claim ComplyFolio and update features and information
Claim ComplyFolio and update features and information
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