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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 in need of a solution to simplify their back office

Audience

Wealth managers and professionals seeking a tool to improve their finance and private credit services

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

No information available.
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

FinFolio
Founded: 2008
United States
www.finfolio.com

Company Information

T-REX
United States
www.trexgroup.com

Alternatives

PMplus

PMplus

SuisseTechPartners

Alternatives

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Fundamental Portfolio Manager

Fundamental Software
Geneva

Geneva

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Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies
VestmarkONE

VestmarkONE

Vestmark
iDEAL Wealth & Funds

iDEAL Wealth & Funds

Credence Analytics
SIMON

SIMON

SIMON Markets

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

MoneyGuidePro
RightCapital

Integrations

MoneyGuidePro
RightCapital
Claim FinFolio and update features and information
Claim FinFolio and update features and information
Claim T-REX and update features and information
Claim T-REX and update features and information