Dynamic Performance Reporting

Provide clients visually appealing analytics about their Folio Institutional* accounts.

Build trust and increase transparency with clients while also driving referrals.  Share and foster your unique story with an innovative tool designed to improve the advisor-client relationship.

Monitor Account Performance

CURRENT AND HISTORIC ACCOUNT VALUES

Account values change over time. See where you have been and grasp where you are going.

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CURRENT ACCOUNT HOLDINGS

Even with multiple Folios inside your client accounts determining your total allocation is essential to revealing risk and diversification.

MODEL ALLOCATION

Folio Institutional’s robust model portfolio management systems gives you the advisor a high level of customization to diversity among many different strategies. Visualizing the Folio allocation can shine light on your value proposition.

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Professionally Designed Layout

RESPONSIVE DESIGN

Regardless of what device you use, FI Analytics’s responsive design will beautifully adapt.  

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SIMPLE ADMIN PANEL

Minimal setup required.

FAST AND EASY TO USE

Built on a light, fast and efficient framework. Get the information you want right away.

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Increased Client Engagement

WHITE LABELED SOLUTION

Make it yours. Each advisory firm receives a customized site and web portal that uses your logo and your colors.

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EASILY HOUSEHOLD ACCOUNTS

Simplifying the client experience. Combine and household accounts under one user login.

AUTOMATIC EMAIL REMINDERS

Your clients run busy lives, that’s why it’s important to send kind reminders to review their account(s) performance.

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UNLIMITED USERS

Regardless of the number of clients you serve all our service plans include unlimited users.

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