FolioSure

Cloud-based portfolio monitoring & equity management tool
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

Online Support Online Support
Phone Support Phone Support

Pricing

Pricing

Starting From

Starting From

N/A

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

Activity Dashboard Activity Dashboard
Administrative Reporting Administrative Reporting
Analytics Analytics
Benchmarking Benchmarking
Client Management Client Management
Client Portal Client Portal
Cost Analysis Cost Analysis
Customizable Reporting Customizable Reporting
Data Format Management Data Format Management
Data Import Data Import
Data Import/Export Data Import/Export
Document Storage Document Storage
Financial Analysis Financial Analysis
Monitoring Monitoring
Performance Metrics Performance Metrics
Portfolio Management Portfolio Management
Records Management Records Management
Reporting & Statistics Reporting & Statistics
Third Party Integration Third Party Integration