Wer nutzt diese Software?

Investment advisors, wealth managers, RIAs, financial planners, brokers, hedge funds, family offices, and #fintech developers.

Durchschnittliche Bewertung

7 Bewertungen
  • Gesamt 4 / 5
  • Benutzerfreundlichkeit 3.5 / 5
  • Kundenservice 3.5 / 5
  • Funktionen 4.5 / 5
  • Preis-Leistungs-Verhältnis 4 / 5

Produktdetails

  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
    Installiert - Windows
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • FinFolio
  • http://www.finfolio.com
  • Gegründet 2008

Über FinFolio

FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally.

FinFolio Funktionen

  • Anleihen / Aktien
  • Benchmarking
  • Compliance Berichterstattung
  • Datenimport/-export
  • Fondsverwaltung
  • Für Anlageberater
  • Für Investoren & Händler
  • Immobilien
  • Kundenmanagement
  • Kundenportal
  • Leistungskennzahlen
  • Modellierung & Simulation
  • Portfolio-Neuausrichtung
  • Rechnungsführung
  • Risikomanagement
  • Warentermingeschäfte
  • Abrechnung & Rechnungsstellung
  • Auftragsmanagement
  • Data Warehousing (Datenlager)
  • Erkennung von Scheingeschäften
  • Für Anlageberater
  • Für Trader
  • Kundenmanagement
  • Portfolio-Buchhaltung
  • Portfolio-Neuausrichtung
  • Risikomanagement
  • Steuermanagement
  • Technische Analyse

Die hilfreichsten Reviews für FinFolio

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

Bewertet am 23.3.2018
Jeffrey M.
Managing Partner
Finanzdienstleistungen, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
3/5
Gesamt
3 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
3 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: reporting and billing of assets under management

Vorteile: 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.

Nachteile: 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 has been some glitch that has affected the way we utilize the system causing a stop on work on our end and extra time of my employees working with customer service or developers to develop a fix.

Antwort des Softwareanbieters

von FinFolio an 30.4.2018

Thanks for the feedback!

Sorry you had a rough transition. FinFolio is the only system that will convert data from dbCAMS+, and we do our best to work with the client to fix any problems we find in the old software.

It sounds like you are on our 1.0 desktop product. We'd love a chance to upgrade you to FinFolio 2.0 which is web based and much easier to use. It retains much of the flexibility of the desktop product and, in many ways, is even more customizable.

- FinFolio

I think it is a great software when it works properly. There are too many glitches.

Bewertet am 23.3.2018
Jenny M.
Sr. Account Manager
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
3/5
Gesamt
2 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis

Vorteile: I like creating views and being able to pull information into an excel file. I like the exporting of the billing to upload to custodians. I like the reports when the information is correct.

Nachteile: It is very slow. Some of the information that is pulled into the reports make zero sense and if I closeout and restart FF, then the report will make sense. It should not glitch so much. The analysis button should be a little more user friendly or have a user guide that can explain it better.

Antwort des Softwareanbieters

von FinFolio an 30.4.2018

Thanks for the feedback! It sounds like you are on our 1.0 desktop product. We'd love a chance to upgrade you to FinFolio 2.0 which is web based, faster and easier to use.

"Reports make zero sense" sounds like you may be self-hosting and doing your own data reconciliation. We can do this for you, although it may cost more. Please contact our support team and we can give you a quote for taking this over.

- FinFolio

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

Bewertet am 23.3.2018
Laurence G.
COO
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis

Vorteile: 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..

Nachteile: Due to the flexibility and customization sometimes it is difficult to troubleshoot and pinpoint problems with reports or bugs that may arise. Sometimes the applications slows down or freezes and have to jump out of specific sections to refresh.

Great portfolio accounting software

Bewertet am 28.11.2018
Tyler R.
Investment Manager
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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 and rebalancing our investment models.

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

Nachteile: The conversion from our old portfolio accounting software was difficult, though we expected that regardless of which company we went with. The interface on both the desktop and web app were pretty intuitive so learning the software was still better than expected. Getting the data into FinFolio formatting was time-consuming.

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

Bewertet am 17.2.2018
Demetrius (rayden) J.
Owner | Financial Coach | Speaker
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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!

Vorteile: 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.

Nachteile: 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.

Lies weitere Bewertungen