Performance Dashboards

“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


EASY HOUSEHOLDING

Analyze an entire household of accounts with one login no matter the account type.

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DAILY UPDATES

Hassle-free automatic daily updates. No manual data entry required.

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UNLIMITED USERS

Provide access to all clients regardless of the size of your business.

PRIVATE LABELED

Personalized to fit your brand with your logo throughout the experience.

START YOUR FREE TRIAL
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Clean and Responsive Layout

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Client Dashboards

Personalized, graphically rich, interactive client experience featuring:

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 Email Flow

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 How It Works

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1. We Link to Your Client Accounts

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.

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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.

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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.

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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.

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CUSTOM BUILT WEB PORTAL

Unlimited Flexible Pricing Plans

Plans built for RIA’s big and small. Start with 30 days for free.

SMALL ADVISOR

AUM Under 10M

$99.00

Per Advisor / Month

Includes unlimited client accounts.

Free Trial

LARGE ADVISOR

AUM Over 10M

$150.00

Per Advisor / Month

Includes unlimited client accounts.

Free Trial
Have Questions? Read our FAQ’s