“FI Analytics” is an add-on technology solution for registered investment advisory firms who partner with Folio Institutional*.
As a fee-only investment advisor exclusively using Folio Institutional I wanted a more innovative client experience. I encourage you to take advantage of our 30 day trial offer and experience all the powerful features with your own data.
Jacob D – Investment Advisor and Portfolio Manager – Era Capital Management LLC
Analyze an entire household of accounts with one login no matter the account type.
Hassle-free automatic daily updates. No manual data entry required.
Provide access to all clients regardless of the size of your business.
Personalized to fit your brand with your logo throughout the experience.
Put account values in context over time with a simple and easy-to-read line graph with zoom in/out capabilities.
Quickly determine the allocation for a single or household of accounts among all Folio models.
One of the most important metrics clients follow. Client are presented both short and long-term performance metrics that include advisory fees.
Aggregate Dividends and Interest
All those small dividends and interest payments can add up.
Account statements can get messy, we clean it up and summarize it for you.
Model Folio Allocations
Folio’s high level of customization to diversify among many different strategies can shine light on your value proposition.
Track Unrealized Capital Gains & Losses
For non-retirement accounts aggregate short-term and long-term capital gains or losses.
Top Ten Holdings
Keep tabs on any position concentration in client portfolios and the total value of each position.
Instrument Type Allocation
Portfolio allocation goes beyond using different asset classes to use securities including individual stocks, mutual funds or ETFs.
Email Investment Summary Reports
Create highly customized investment summary email templates with real data.
Schedule monthly, quarterly or on-demand investment performance summary reports with your choice of over 20 available variables.
FI Analytics connects directly to your firms advised accounts. We collect and store only the information we need to help you visualize and analyze your client accounts. We intentionally do not collect sensitive data such as birth dates and addresses.
2. Data is Prepared and Processed Daily
During the early hours of the night we process the previous days data so it is prepared for you and your clients first thing in the morning.
3. We Deploy Your Custom Advisor Web Portal
Your advisory firm will receive its very own custom branded web portal and URL. We want your brand to be front and center.
4. You Establish Client User Profiles
Begin introducing each of your clients and welcoming them to their new performance dashboard. Proactively communicate with all your clients because all FI Analytics plans include unlimited user accounts.