Compare FinFolio и Wealth EOffice

Take a look at comparison of based on the customers reviews. The rating is calculated in real time from reviews of customers.

Starting price from 1 usd. from 1 usd.
Who this service is for

FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact m... Read more

India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners.

Rating
3.9 / 5
0 / 5
3D CAD software features
Data Import/Export
Data Import/Export
Electronic Medical Records software features
Compliance Tracking
Compliance Tracking
Home Builder software features
Accounting
Accounting
Investment Management software features
Bonds / Stocks
Commodity Futures
For Investment Advisors
Fund Management
Portfolio Rebalancing
Bonds / Stocks
Commodity Futures
For Investment Advisors
Fund Management
Portfolio Rebalancing
Customer Service software features
Performance Metrics
Performance Metrics
Energy Management software features
Benchmarking
Benchmarking
Accounting Practice Management software features
Client Management
Client Portal
Client Management
Client Portal
Interface screenshot
Desktop & Mobile Platforms

Cloud-hosted / box software

Cloud-hosted / box software

Support Working hours, Online Working hours, Online
Training
Documentation
Webinars
Personal
Online
Documentation
Webinars
Personal
Online
Reviews
5 / 5

This is the "Hands Down" Best Portfolio Management Software Available!

Benefits:

The ease of use as well as the user interface, not to mention the functionality, and flexibility! I've been in the industry for 20 years and I've t... Read more

The ease of use as well as the user interface, not to mention the functionality, and flexibility! I've been in the industry for 20 years and I've tried every other portfolio management software and this is by far the best available!! Most of the other software available may have pieces of what FinFolio has to offer, but finfolio is the total package.

Drawbacks:

They're relatively small,...but that actually turns out to be a "Pro" as well, they have a dedicated group of industry experienced service people t... Read more

Summary:

Ease of use, as well as great customer support! Being able to look at my entire practice at multiple levels and easy block trading as well as well ... Read more

Demetrius (Rayden) J.
4 / 5

We have been pleased with Finfolio's capability and customer help service.

Benefits:

Great deal of flexibility as it relates to report presentations and its multi currency capability. Also like the ability to manually enter data and... Read more

Great deal of flexibility as it relates to report presentations and its multi currency capability. Also like the ability to manually enter data and build model portfolios to track performance. Like the ability to build reports that meet our needs as a firm and personalize with logo etc..

Drawbacks:

Due to the flexibility and customization sometimes it is difficult to troubleshoot and pinpoint problems with reports or bugs that may arise. Some... Read more

Summary:

Laurence G.
3 / 5

Provides a high level of customization but transition from previous provider has been bumpy

Benefits:

Pricing. Our firm prefers a pricing model of by seat rather than by account or AUM. The high level of customization in terms of how we view informa... Read more

Pricing. Our firm prefers a pricing model of by seat rather than by account or AUM. The high level of customization in terms of how we view information to how we report information to clients has been great.

Drawbacks:

Coming from dbCAMs we have seen several issues with the transition of old data into the new system. Secondly, with every update to Finfolio there h... Read more

Summary:

reporting and billing of assets under management

Jeffrey M.
4 / 5

Great portfolio accounting software

Benefits:

We liked the value relative to other software we tested out.

Drawbacks:

The conversion from our old portfolio accounting software was difficult, though we expected that regardless of which company we went with. The int... Read more

Summary:

We've dramatically reduced the time for billing and reporting on a quarterly basis. We've also been able to speed up the process of implementing a... Read more

Tyler R.

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