Increase client engagement with insightful performance reports.
As a RIA using Folio Institutional who appreciates the platform’s features but find it doesn’t provide adequate client facing analytics, FI Analytics provides the custom performance dashboards and meaningful data to empower advisors and their clients.
This simple client facing web service updates daily and provides clients with a simple report that’s easy to understand and built for any advisory firm.
FI Analytics visualization software helps solve many of the issues we as advisors run into using Folio Institutional specifically householding and account aggregation. Here is a short list of features.
- Household Account Values
- Portfolio Performance
- Recent Transactions
- Current Allocation
- Track Dividend and Interest Income
- Track Cash Flow
- Total Book Assets
- Position Aggregation
- Total Asset Performance
- Aggregate Dividends and Interest
- Aggregate Cash Deposits and Withdrawals
- Model Folio Allocations