Alternatives to FinFolio
Compare FinFolio alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to FinFolio in 2026. Compare features, ratings, user reviews, pricing, and more from FinFolio competitors and alternatives in order to make an informed decision for your business.
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AppFolio Investment Management
AppFolio
AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. The on-demand, one-login platform provides flexible and powerful tools to streamline fund and syndication management. Provide investors with a self-service Investor Portal for easy 24/7 access, view at-a-glance dashboards, and access a robust CRM system to streamline fundraising processes and better communicate with investors. Created by the award-winning team behind AppFolio Property. The AppFolio Investor Portal gives investors easy, 24/7 access to their personal dashboard which summarizes their investment positions and asset information, along with their invested and distributed capital. Provide investors with real-time, 24/7 access to a summary of their investment positions, and their invested and distributed capital. Investors can visit the AppFolio Investor Portal to easily find reports, tax forms, and other shared documents and securely sign agreements.Starting Price: $600 per month -
2
AppFolio Property Manager
AppFolio
AppFolio Property Manager is a complete web-based Property Management system designed to give private owners or realty managing organizations and tenants an all-in-one platform that takes care of Billing & Invoicing, Credit Checks, Rent Tracking, and more. Tenants can access the tenant portal, users can send messages, request receipts, pay rent, and submit maintenance requests. AppFolio's Owner portal provides an in-depth look of Expense, Insurance, and Vacancy Tracking, as well as management for Leases, Tax, Tenant Database, and Website updates. AppFolio's easy to use software gives property owners more time to market, manage, and grow their business.Starting Price: $250.00/month -
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Folio
Folio
Folio is a procure‑to‑pay platform built for hospitality teams that requires no training and delivers ordering, invoice processing, and supplier payments in one seamless interface. With Folio Buy, users shop from approved vendors in just a few clicks, placing orders instantly through an intuitive, modern dashboard. Folio Bills uses AI‑powered invoice processing to auto‑capture data, match invoices to purchase orders, route approvals, and surface exceptions, saving teams up to 40 hours weekly. Folio Pay then syncs invoices, orders, and payments to enable fast, secure bill settlement, complete with integrated rebates, directly within the platform. There’s no need for external portals or self‑hosted infrastructure: suppliers and product catalogs auto‑populate upon import, and a guided onboarding sequence, connecting suppliers, configuring approval flows, importing budgets, and inviting team members, takes days, not months. -
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ClassFolios
ClassFolios
Supercharge your tutoring with ClassFolios. Our platform makes it easy to run your tutoring business. Focus on the tutoring and we'll take care of the rest of the tutoring workflow. ClassFolios makes it easy to communicate with your students, track each session, and send invoices so you can spend less time trying to get paid and more time building relationships. ClassFolios comes with features to make your life easy. Most of the scheduling, payment cycle and student management is automated! Grow your business with a stunning profile page and attract students, keep them engaged with intuitive in-class communication with ClassFolios. ClassFolios provides an all-in-one tool for the tutor to schedule sessions, enroll students and communicate upcoming payments and track payments. ClassFolios is an online portal where tutors list their courses and students can enroll and learn. It offers features such as managing courses, schedules, and invoices. -
5
InvestWell
Excel Net Solutions
Secure and automated Registrar file upload from our backend. Your data is backed up to a secure, offsite location every night, and always available wherever you are. Simple, Clean interface to get the job done. An Interface that’s not only pretty but also feels much faster to use. We have automated processes that can handle big data for thousands of advisors. Leave data upload to us and enjoy seamless portfolio of all asset classes. Group investor into Family accounts and Assign Relationship Managers and Sub-brokers. Clients have access to everything they need. Transact in existing Folio and Create new folios using seamless integration with NSE N MF, BSE Star MF and MFU Platform. Send bulk Emails at a schedule with reports as attachments to specific groups of clients or prospects. -
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Agilis Investment Management
Agile Financial Technologies
The philosophy of Agilis Wealth Management is just that – to enable you to manage the wealth of your clients and in the process create “more” wealth for them and for yourself. We understand your need to offer that extra touch to client relationships – hence Agilis WM offers you a unique platform that lets you gain a 360° view of your investors and manage them in the first degree! Portfolio Rebalancing – guiding you back on track with Trade Recommendations. Trade Order Management – workflow driven for ease and speed to match pace with markets. Risk Management – compliance with regulatory & internal policies and limits. Analytics – empowering you with vital technical analysis. Model Portfolio – benchmarking to indices or your own models. -
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Envestnet | Tamarac
Envestnet
Envestnet | Tamarac is an integrated portfolio management and reporting platform designed to help Registered Investment Advisors (RIAs) streamline operations, enhance client service, and scale efficiently. The platform combines powerful tools for trading, rebalancing, performance reporting, billing, and CRM integration in a single unified experience. Advisors can automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Tamarac’s flexible architecture connects seamlessly with industry-leading custodians and financial applications, ensuring smooth integration across the advisory tech stack. Trusted by thousands of firms, Tamarac helps advisors reduce administrative burdens while delivering exceptional, personalized client experiences. In essence, it empowers RIAs to spend less time managing systems and more time managing relationships. -
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Folio by Amitree
Amitree
Folio makes it easy to impress your clients and keep your real estate transactions on track – even when you don’t have time. With Folio, real estate agents stay on top of transactions from Gmail and it integrates seamlessly with GSuite and Microsoft 365, and Google or Outlook Calendar. Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. It’s quick and easy to create timelines that you can share in one click with clients and colleagues. Folio helps you keep your deals on track with transaction timelines and reminders that are integrated into your Outlook or Google Calendar. By organizing all relevant emails, documents and contacts into Smart Folders, Folio makes it easier for you to find important things. Never search for a document, email, or file again. It’s all right there!Starting Price: $29/user -
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Folio
Kwela Solutions
Managing contracts, risks, compliance, incidents and audits can be complex and time-consuming. If you are looking for a solution that is truly easy to use and quick to implement, then take a look at Folio. Folio provides configurable templates, workflows, notifications and reports that ensure that absolutely nothing is missed. Too many risk management systems are simply tick-the-box solutions. Folio moves Risk Management from an occasional exercise to an embedded business process. By managing Risk, Compliance, Incidents & Audit, Folio delivers real business value for Boards, Management and Operational Teams. Folio is the go-to source for contract information and manages the contract lifecycle from request and performance management through to contract renewal. Folio takes Contract Management well beyond simply storing contract documents and tracking contract expiry dates. -
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FolioSure
Acuity Analytics
Private market leaders are under pressure to act faster, stay sharper, and deliver deeper insights — all while managing growing data complexity. FolioSure, powered by Agentic AI, is built to meet that challenge head-on. It enables smarter, faster portfolio monitoring by combining intelligent data extraction, real-time insights, and integrated analytics — purpose-built for private markets teams. 🔹 Cut reporting time by up to 35% 🔹 Streamline workflows with seamless system integrations 🔹 Get support for valuation models, investor queries, and regulatory demands 🔹 Monitor complex structures including CLOs effortlessly If your current infrastructure can’t keep up with the pace of decisions — it’s time to rethink what’s possible. FolioSure gives you clarity when it matters most. We serve Private Equity, Fund of Funds, Private Credit, Secondaries, Venture Capital, Alternative Asset Managers, Pension Funds, Sovereign Wealth Funds and Real Assets. -
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Folio.ink
Folio.ink
Folio.ink was created to be a fast, efficient way to share a collection of images in a polished presentation. It was designed with this one job to do, and it is completely free. Folio.ink lets you very quickly and easily upload images to share with anyone else. It does not require an email or registration, folios can be made anonymously. Although we do monitor for anything illegal and will promptly remove any folios violating the terms or agreement. Images uploaded to folio.ink are stored in the original format on our server for download. Images within the folio slide show and interface are compressed for faster delivery. PDFs show a preview image of the first page. Clicking on any file will bring you to the original full resolution file or complete PDF. -
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Advyzon
Advyzon
Advyzon is an all-in-one cloud platform designed for wealth management and advisory firms that combines portfolio management, performance reporting, CRM, billing, document management, client portals, and business-intelligence dashboards into a unified system. The platform supports seamless integration with major custodians and daily-data feeds, offers a highly configurable CRM with email/calendar syncing and workflow automation, enables powerful and brand-customizable report generation and scheduled distribution, and provides secure client portals and mobile apps for client-advisor collaboration and document sharing. Additionally, Advyzon includes a rebalancing engine (“Quantum”) for trading and model management, built-in billing management for flat, tier, and performance fees, and a modular architecture that allows firms to enable additional features over time within the same database foundation. -
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FolioMetrics
FolioMetrics
FolioMetrics is a leading provider of innovative solutions for investor relations and research management, trusted by over 200 of the world's leading hedge funds, private capital managers, and traditional funds. Their product suite includes a modern, easy-to-use CRM built specifically for investor relations and fund marketing teams, a scalable and secure client portal for sharing information with investors and prospects, and tools for automating the production of factsheets and other client reports to enhance communication quality. Additionally, FolioMetrics offers compliance features such as investor classification, approval workflows, and advanced reporting, as well as integration with common fund administrators to automate client holdings and transactions. Their research management solution extends capabilities to investment teams, consolidating research notes and documentation. -
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Neofolio
Neofolio
Cryptocurrency portfolio manager Neofolio. NeoFolio offers complete cryptocurrency management, with easy to use tools to keep track of all your crypto investments. NeoFolio offers the easiest and most convenient way to monitor your cryptocurrency assets wherever they are safely stored. Now available for FREE on the App Store! The easiest way to keep accurate track of your cryptocurrency portfolio. NeoFolio analyzes all your deposits and trades to show the value of your coins, balances, and gains. View all your cryptocurrency investments at once and find detailed information on each coin. View real time valuations for all your cryptocurrency investments at once wherever they are stored (hardware wallets, multi-coin wallet or cryptocurrency exchanges). NeoFolio uses no public keys just address information typically used when receiving transactions. Your funds are completely safe. -
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VestmarkONE
Vestmark
The VestmarkONE® platform can help your wealth management organization and your advisors deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios. We're trusted by the largest and most respected firms in wealth management. Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization. Tailor your implementation and turn the dials as needed to devise a solution uniquely suited to meet your specific needs and objectives. A configurable suite of software and outsourced services that you (not your technology provider) configure and control. Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more. -
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Fundamental Portfolio Manager
Fundamental Software
The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers and pension funds. Our clients include many of Southern Africa’s leading Investment companies with assets under management exceeding R1 trillion. FPM is the most technologically advanced end-to-end investment management platform in the market. Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market. -
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PMplus
SuisseTechPartners
SuisseTechPartners is a market-leading, cloud-native Portfolio Management System, built by industry experts with decades of market experience. PMplus is a front to back wealth and asset management solution. We have a wide range of products including portofolio management system, accounting and multi-jurisdictional NAV, investment book of record, partnership accounting, order management OMS, regulatory compliance and IRM, management fees and billing, cash management, multi-asset class integration, data management platform, reconciliation services, client reporting and web-portal, customer onboarding and KYC, GIPS performance and VAR modeling. We work closely with your team to ensure that the implementation is carefully planned and executed according to your business requirements. We have managed multiple remote installations globally and have a proven track record of success. -
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CircleBlack
CircleBlack
The all-in-one platform for the relationship-focused financial advisor. Modern and intuitive UI that puts all your client information at your fingertips. Beautiful, easy-to-use client experience available as white label mobile app & portal. Includes performance reporting, trading & rebalancing, billing, and document vault. Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk. Direct connections to 14 custodians and thousands of financial institutions. Whether you’re a smaller firm that’s outgrown custodian tools, or a larger firm that’s dissatisfied with your current all-in-one vendor, CircleBlack can help you save time, delight clients, and win more business. CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client leakage, and projects professionalism.Starting Price: $500 per month -
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Pepper Folio
Vodori
With Pepper Folio, commercial and medical teams get easy, tailored access to on-brand, approved content. Empower sales reps and medical science liaisons (MSLs) to seamlessly view and retrieve the appropriate content they need to engage key stakeholders. Once the content is approved in Pepper Flow, you can automatically push it to Pepper Folio so your teams can easily access on-brand content for both global and local markets. Pepper Folio’s features ensure that your content’s journey from review to approval to dissemination is fully automated. As content is approved for use, modified, or expired in Pepper Flow, it is automatically updated or removed from Pepper Folio to ensure compliant content usage. As a result, your team has one central repository for the latest and greatest content to support effective and engaging meetings. The marketing and operations team can access content usage analytics to identify which pieces of content are resonating the most with your key audiences. -
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Blueleaf
Blueleaf
Better reporting, billing & invoicing, trading and rebalancing, client engagement, business intelligence and financial data processing for wealth managers. Blueleaf combines reporting, communication, and automation technologies to create a system that is one of the most powerful, yet simplest to run on the market. Get simple, customizable insights that impress, on both the assets you manage and the business you run. Deepen relationships with clients and prospects and communicate critical information in a way everyone can understand. Save time and gain efficiencies with automated delivery, billing and account maintenance that puts you back in the driver's seat.Starting Price: $195.00/month -
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Folio
Folio
Leave the identity cards, membership and bank cards at home. Your free Folio digital wallet securely digitizes all your plastic in seconds, accessible only by you, anywhere you take your phone. You might have done this before, but this time it creates a biometric key to access your digital wallet and unlock services. Folio matches your selfie to your photo ID, verifies it’s yours, and digitizes your plastic. It then encrypts everything into a secure, private vault on your smartphone. A quick biometric check and retrieve all of your data, all of your cards and documents. Wherever you are, whatever you are doing. Share with people and organizations you trust and get access to services and content you love. Unless you explicitly consent, no other party can see your data other than you. Not Folio, Not your bank, Not Facebook. Folio can't see inside your wallet. Nobody can, except you. Your data is safely stored in an encrypted vault on your phone. -
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FolioHD
FolioHD
FolioHD is used by hundreds of thousands of people all over the world - from photographers and models to makeup artists and stylists, architects and interior designers to artists and graphic designers. Customers often tell me that FolioHD helped connect them with their dream job - and that’s what it’s all about! I’m confident you’ll find FolioHD to be the absolute easiest and yet most powerful online portfolio solution out there. If you ever have any feedback, I’d love to hear from you! Lightning fast uploading or skip the uploading and import from Dropbox or Instagram. Our designs automatically adapt to your content while you choose your color scheme and fonts. Password protection, image protection, & analytics, all with your own .com name.Starting Price: $6 per month -
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SoloFolio
SoloFolio
We serve optimized images to every device quickly with a worldwide delivery network optimized for visual content. Display your work beautifully no matter what device your users are on. Ensure your work is discoverable and searchable with our modern and effective SEO optimization. SoloFolio is the only portfolio platform built by working photographers. We know what you're looking for, and we know what you need. Simple, professional portfolio & blog sites. SoloFolio is a fully hosted portfolio and blog platform built for creative professionals. We recommend buying your domain from Google Domains. Once you've purchased your domain, contact support via the Account page to link it to your site. To ensure your work looks its best on every device, from the smallest phone to Retina-class 5k monitors, we enforce strict quality requirements for all images. SoloFolio is a fully managed web service.Starting Price: $3.50 per month -
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Global WealthES
Fi-Tek
Global Wealth Enterprise Solution – Global WealthES™ (formerly known as TrustPortal) is a comprehensive and integrated Wealth Management solution for large and medium-sized financial institutions enabling them to manage their business most efficiently. The platform entails end-to-end features, tightly coupled to deliver straight-through processing, which creates tremendous scale & efficiency. The application has extensive functionality covering Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting and Securities Processing, Automated Account Review for Compliance, Reports & Statements, Client Access Portal, Performance Measurement, and data analytics for business intelligence. Trade thru integrated FIX engine to over 400 brokers in the market for instant fills and confirmations. Extensive reporting, internal and client reports and statements and built-in data mining tools, with mobile access on any device. -
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RezEasy
Hallisoft
RezEasy PMS is a cloud based property management system so all you need is a device with an Internet connection and the PMS is available in your hotel and is accessible from satellite offices and remotely located personnel. RezEasy PMS manages all your reservations, guests and their folios. It also includes a booking engine for online reservations, point of sale, guest portal, Google booking links, and connections to channel managers. The Guest Portal allow guests to quickly make and manage reservations, view their current reservation and reservation history, or update their profile and settings. You can also allow guests to self check-in/check-out using the built in app .If guests are located in-house they can view their folio details and outstanding balance. RezEasy PMS includes Google Booking Links. Visitors to Google can search for hotel rooms in your country and book directly in RezEasy PMS. Best of all this service is entirely free.Starting Price: $649.00/one-time -
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Co-Pilot
FIX Flyer
Welcome to Co-Pilot, the next-generation, multi-asset portfolio trading platform for active wealth managers. Flyer offers a complete FIX solution with an entire suite of software, integrations, development kits and support. Co-Pilot is a comprehensive investment platform that centralizes portfolio and order management in a single multi-asset application backed by Flyer Trading Network. Co-Pilot API allows developers to rapidly create their own trading platform and connect with trading partners to create an easy and accessible experience for their users. An advanced order routing and allocation network which standardizes connectivity and workflows making it effortless to trade with your custodians and brokers. Advanced trading tools are required to optimize complex workflows inherent in managing the vast equities and mutual fund ecosystem. Overlay the potential allocation combinations and the amount of unique portfolio possibilities seems endless. -
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Folio3 Agtech
Folio3 Agtech
Folio3 AgTech, based in California, is a tech-savvy partner for both companies that have just entered the Ag industry and even those which are established Fortune 500. Our mission is to empower agricultural businesses through digital transformation, and help them optimize and manage every aspect of their operations. Whether you're looking to expand your Ag business through custom software solution, ensure animal welfare with advanced data management tools, leverage AI for soil analysis and crop tracking, or even build a farmer-to-farmer e-commerce platform, Folio3 Agtech has got you covered. -
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Choice
Choice
Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.Starting Price: 1% digital trade fee -
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Comarch Wealth Management
Comarch
Comarch Wealth Management is an integrated, multi-module platform which lets you give the finest investment advice to all your clients, no matter who they are, and how they change. Recommend next steps in minutes. Stay reachable. Build relationships that last. We've built our system to guide advisors and clients to the right investment decisions, step by step. No matter how many clients you have, which segment they belong to, or how experienced your advisors are, you will keep your service at the highest level. Better yet, it will take you less time than you think. It only takes a glance to have a full client investment picture - and that means you can give accurate recommendations within one meeting. Also, you'll be much easier to get in touch with. Think client app, online meetings, shared investment ideas, and more. But what really counts, is that you'll find it easier to keep your finger on the pulse. -
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Folio3
Folio3 Software
Folio3 machine learning company has a team of dedicated Data Scientists and Consultants that have delivered end-to-end projects related to machine learning, natural language processing, computer vision and predictive analysis. Artificial Intelligence and Machine Learning algorithms have enabled companies to utilize highly-customized solutions equipped with advanced Machine Learning capabilities. Computer vision technology has scaled up visual data analysis, introduced new image- based functionalities and transformed the way companies from various verticals utilize visual content. Predictive analytics solutions offered by Folio3 produce effective and fast results, enabling you to identify opportunities and anomalies in your business processes and strategy. -
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Folio
Folio
Folio is an all-in-one storytelling tool made for individuals, small teams, and startups to create product demos and tell engaging stories without any coding skills. -
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HiddenLevers
HiddenLevers
Leading wealth management firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more. HiddenLevers provides true business intelligence for C-Suites of Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real-time.Starting Price: $300 per user per month -
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Kloudhotels
Jinisys Software
Take your Business to the Next Level with Folio Plus - Jinisys’ Hotel Management System Software. Automate Hotel Management Operations such as guest reservation, room transfers, guest check in/check out, group bookings and other front desk operations. Provides the tools to help you run your operation at a greater level of productivity. It includes an extensive guest management facility and comprehensive reporting features for in-depth operational analysis. Provides native data integration facility to SAP Financials for direct posting of charges to guest's account ledger. Folio Plus enables users to be up-and-running and productive in no time with its familiar Windows look-and-feel and graphical data manipulation approach. Jinisys delivers innovation from Small to Big Businesses in Hotel, Restaurant and Retail Sectors.Starting Price: $70 per month -
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Folio
Folio
Folio is a digital guidebook platform designed to enhance the guest experience for short-term rental hosts. It allows hosts to create modern, customizable guidebooks that can be shared via a simple link or QR code, eliminating the need for app downloads. These guidebooks can be personalized with photos, videos, and notes, providing guests with essential information such as Wi-Fi details, house rules, appliance instructions, and local recommendations. Hosts can build a guide in under 10 minutes using templates or by importing information from property management software. It also offers features like co-host editing, real-time updates, and analytics to track guest engagement. By proactively answering guest questions and offering a consistent brand experience, Folio helps hosts save time and improve guest satisfaction.Starting Price: $6 per month -
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PortfolioShop
PortfolioShop
PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data AggregationStarting Price: $1500/month -
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Folio Box Office Software
Martech Systems
Affordable box office software doesn't have to be limited. Folio Box Office delivers feature-rich capabilities found in the high-end ticketing software packages, without breaking your budget. If you are looking for a sophisticated, cost-effective solution for online and in-house ticket sales, or want to break free of the spiraling costs of maintaining your existing software, please give us a call at (715) 845-2794 or email us for a free demo. Computer systems have changed a lot since MarTech Systems began in 1986. One thing, though, hasn't changed; our commitment to quality software applications. The Blue Ribbon and Folio product lines are a group of products and services that provide a total information system solution for your fair, exposition or venue. MarTech Systems was founded on the commitment of providing superior support for a quality product. Our 25 year history is evidence to this commitment.Starting Price: $1500.00/one-time/user -
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iFOLIO
iFOLIO
iFOLIO is a cloud-based digital engagement platform that transforms sales and marketing in a more virtual world. Exceed pipeline and revenue goals, and meet buyer expectations faster, with better engagement. Deliver engaging, on-brand info in a couple of clicks. Update the same link easily or clone & customize. Share rich content 1-to-1 or to masses with personalized visual campaigns. Know who’s viewed your link, when, for how long, and exactly what they were looking at to prioritize leads with industry leading sales intelligence. Personalize a link or get a custom url for a website. Your link can be public, private, or password protected. Transform your presentations with rich media, differentiate your introductions, answer client questions with digital communications. Coach your team with the iFOLIO leaderboard, ignite your proposals, take action with real-time sales intelligence. Measure engagement with patented heat maps and convert with patented analytics. -
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MoneyWare
Miles Software (EbixCash)
MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It enables wealth management firms to service all type of client segments including highly affluent, high net worth individuals and single and multi-family offices. The wealth management software suite is flexible and customizable helping clients address client management, financial advisory, portfolio management, compliance and client reporting & accounting. Wealth management systems like MoneyWare support discretionary, non–discretionary and advisory services. -
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VISE
Vise
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York. -
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Croesus
Croesus
User-friendly, high performance and innovative, our portfolio management solution Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Croesus Central provides straightforward, tailored, and seamless portfolio rebalancing. It is reliable and flexible to give you more time for client-facing activities and business development while ensuring compliance with client and regulatory constraints. Send financial data easily and securely using Croesus’s application programming interfaces (APIs). Croesus has been a standout provider in the wealth management industry since 1987. It’s no surprise then that so many brokerages and banks trust us in managing over 1 trillion dollars in client assets. Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency.Starting Price: $377 per month -
41
Advent Genesis
SS&C Advent
Manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently, all within a comprehensive front-office solution. Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution. Expand into new markets, new regions, and new lines of business with confidence, reducing operational risk and driving greater efficiency. Comprehensive dashboards with exception and status updates, strategy and model level drift, and cash activity, give you powerful insights to easily drill into the details. Management views allow you to structure the appropriate oversight and controls and easily review proposed trades prior to approving them for execution. -
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Fusion Advisor
Fusion Advisor
Wealth Portal is Internet-based, and it works with any browser. It is portable and it works seamlessly with all existing systems and custodial or Broker/Dealer platforms. It gives one access to all financial accounts. Clients’ no longer need to access multiple sites. An Exchange confidential document with your clients is easier than ever, with just a few clicks and securely transmits files of any size. -
43
Cattlytics
Cattlytics by Folio3
Cattlytics is a cutting-edge cattle and livestock management software platform (web and mobile) developed by AgTech innovators Folio3. Built to empower cattle ranchers and dairy producers of all scales, Cattlytics offers an intuitive, offline-capable solution to digitize every aspect of herd operations—from breeding to weaning and beyond.Starting Price: $7.99/month -
44
FolioGrow
FolioGrow
FolioGrow is smart cannabis cultivation software that helps you make the right decisions to increase your yields and profits. If you are using whiteboards to manage your cannabis grow, you’re losing valuable KPIs as well as data. Which strains are the most profitable? Which employees are performing the best? Is your cost-per-pound (CPP) as low as it could be? All of these factors affect the profitability of your grow. FolioGrow is a cannabis cultivation management platform (CCMP) that pulls together all of your data to help you make better decisions. From every one of your team members up to your investors, you can get the right information to the right people at the right time. Run your grow like a stock portfolio by unlocking the math in your crop. Get a complete 360 degree, up-to-the-minute view of your entire organization and each team member. Determine which strains and which team members are making your business the most revenue. -
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Apex AscendOS
Apex Fintech Solutions
AscendOS is a cloud-native investment infrastructure platform developed by Apex Fintech Solutions, designed to help fintechs, broker-dealers, and wealth management firms build, launch, and scale digital investing experiences through a unified, real-time ecosystem. It provides a modular foundation that integrates core financial operations such as custody, clearing, trading, reconciliation, and investor account management into a single platform, eliminating the need for multiple disconnected systems. It delivers real-time services through components like a prebuilt ledger, trade execution engine, and embedded data warehouse, enabling continuous access to account activity, balances, and transaction data without relying on batch processing. It supports a wide range of asset classes and includes digital investing tools such as portfolio rebalancing, direct indexing, and model marketplaces, allowing firms to create customized investment products. -
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WealthArc
WealthArc
WealthArc uses a reliable API engine to fully automate, consolidate and unify your wealth data, also reduces the time needed for reporting, compliance and other administrative tasks. WealthArc is an award-winning, user-friendly platform that empowers wealth managers to deliver on client expectations – faster than ever before and with high quality data. The modern asset manager is aware of customers’ growing expectations in terms of security, accessibility, and digitisation. Our innovative platform supports everyday job of asset manager with reliable portfolio management, governance, KYC, CRM, reporting modules and more. WealthArc’s advanced functionalities can safely free time of Single and Multi Family Offices to attend to the finer needs of clients looking for a trust-based relationship. -
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Summit
Summit Wealth Systems
Summit Wealth is a software company specializing in innovative financial technology solutions designed for wealth management professionals and financial advisors. The company develops intuitive, data-driven platforms that streamline portfolio management, client reporting, financial planning, and performance analytics. With a focus on user-friendly interfaces and advanced integration capabilities, Summit Wealth enables financial professionals to deliver personalized advice and exceptional service to their clients. Known for its commitment to innovation and reliability, Summit Wealth empowers organizations to optimize their operations, enhance decision-making, and achieve superior client outcomes in a competitive financial landscape. -
48
Iress
Iress
Financial services software built for better performance. It's not easy running a financial services business. We can help. Across the UK, Europe, North America, APAC and South Africa, more than 9000 investment, wealth management, advice, trading and broking businesses aim high and achieve more with financial services software built for better performance. It's not always easy running a financial services business. Every day there are more demands on time and money. More data. More information. More compliance. More reporting. More competition. We can help. Around the world, thousands of financial advisers, wealth managers, investment managers, traders, lenders and mortgage brokers rely on our software to run smarter businesses and deliver better to the millions of people who rely on them. We started as QuantHouse, the market leader in API trading technology. Now as Iress, we're giving our clients an even better way to power their data-driven trading strategies. -
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Addepar
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting. Addepar allows you to spend time on what matters most: investing in client relationships. Addepar aggregates all financial accounts to create a consolidated view of your clients’ portfolios. Industry-leading analytics and reporting software allow you to tailor insights and conversations for each client and build long-lasting, trusted relationships. Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere. Bridge back-office solutions with our custom reporting functionality. Rely on our in-house industry experts to understand your firm’s needs and get your firm up and running. Access our on-demand help center and online training portal to kickstart your experience. Addepar utilizes best practice safeguards, including role-based access control and data encryption at rest and in transit. -
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PriceMetrix
McKinsey & Company
Data-driven insights for wealth management advisors and executives. PriceMetrix helps wealth management firms elevate their businesses across hundreds of dimensions using the world’s largest retail wealth-management dataset. PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to the best available information to help them build a healthy, growing wealth management practice.Starting Price: $25000.00/month
