Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc. Learn more about SimCorp Dimension
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 | ||
| 3D CAD software features |
Data Import/Export
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Data Import/Export
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| Electronic Medical Records software features |
Compliance Tracking
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Compliance Tracking
|
| Home Builder software features |
Accounting
|
Accounting
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| Investment Management software features |
Bonds / Stocks
Commodity Futures
For Investment Advisors
Fund Management
Portfolio Rebalancing
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Bonds / Stocks
Commodity Futures
For Investment Advisors
Fund Management
Portfolio Rebalancing
|
| Customer Service software features |
Performance Metrics
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Performance Metrics
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| Energy Management software features |
Benchmarking
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Benchmarking
|
| Accounting Practice Management software features |
Client Management
Client Portal
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Client Management
Client Portal
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| Interface screenshot |
|
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| Desktop & Mobile Platforms |
Cloud-hosted / box software 
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Cloud-hosted / box software
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| Support | Working hours, Online | Working hours, Online |
| Training |
Documentation
Webinars
Personal
Online
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Documentation
Webinars
Personal
Online
|
| Reviews |
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: 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 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 |
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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
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 that understand the needs of a portfolio manager.
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
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 as the most important clearing firm integrations!!! This software is lightyears ahead of the competition! It has allowed me to run my firm at the highest level of efficiency!