Available in both desktop and web-based versions; quick analysis of accounts, cash management, tax-loss harvesting, and held-away accounts; two review levels; CGDA; location optimization; security equivalences; custom trade minimums; custom-tailoring to RIAs’ needs; report generator
Basic pricing:
From 333 USD per month
Set-up time:
3–4 weeks
Integrations:
Morningstar Office, Orion Advisor Services, PortfolioCenter, FinFolio, Black Diamond, Asset Book, TPX (PowerAdvisor), Advent Axys, TPortal
FinFolio
Offering snapshot
: FinFolio offers multi-currency, tax-efficient trading via different models within a single portfolio. The software allows advisors to rebalance to asset-class and submodel levels for both unified and separately managed accounts.
The solution enables rebalancing case by case or automatically, according to a defined schedule. RIAs can review statistics in order to make weighted decisions before proceeding with actual rebalancing. the software also offers branching capabilities to enable grouping of assets by multiple categories, including class, business segment, industry, etc.